We all have an instinctive need to take care of our family. One way to safeguard your wealth is through estate planning and having the appropriate trust and estate administration services in place, ready for when you need them. We take a holistic approach to protecting your wealth and providing ongoing support and management.
At the heart of an effective and successful estate plan is open communication among everyone involved so that there is an understanding of your intentions and wishes when it comes to you, your family as well as your charitable organizations.
It is not always possible to consider all the situations and decisions that you and your family may face, but by working with an experienced trust and estate solutions team, we can help you articulate and document your thoughts, wishes and goals in an estate plan.
Our goal is to help you by making what can seem overwhelming manageable and give you the reassurance that your estate will be managed as you want it to be.
The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions.
How will my wealth and possessions be distributed?
Can I preserve even more of my wealth for my heirs with a trust fund?
How can I ensure that my financial and digital assets, mementos and heirlooms are easily located?
How can I make things easier for my loved ones during what may be a difficult period?
Who will ensure that my ultimate wishes are carried out after my death?
A change in your marital status: marriage, remarriage, divorce, death of a spouse
You’ve blended your family
You need to change your executor (liquidator in Quebec)
You’ve bought or sold local or foreign property
The birth of a child or grandchild
You’re adding a new beneficiary who may have special needs
You’ve bought or sold a business
Hamilton Niagara - Client Services