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Cindy Tam
Adam Canning

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Estate Planning



The below articles discuss the various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a review and update of the will and the use of trusts within the will.  

Estate Planning
You have devoted yourself to providing for your family and saving for a comfortable retirement, but have you also planned for what would happen if you were no longer around to take care of things?

Wills That Work
Estate planning is an essential component of a successful wealth management program. A good estate plan will provide you with the peace of mind that comes from knowing your family and financial affairs will be taken care of according to your wishes. One key element of an estate plan is a Will.

Preparing Your Last Will and Testament
A Will is a written document that directs how your assets are to be distributed at the time of your death. It should appoint an executor (liquidator in Quebec), and provide instructions regarding the distribution of all your assets, including your business holdings and your personal effects.
 

Trusts


Tax Planning Involving Family Trusts

Trusts are often used in tax and estate planning because of the flexibility they offer over the control, management and distribution of appreciating assets. In an estate planning context, trusts can be used to provide control and protection of assets, reduce probate fees at death or serve as a Will substitute, and as a vehicle to transfer wealth to future generations.

Trusts for Asset Protection and Tax Savings
Trusts can provide protection for your wealth and tax advantages such as income splitting to reduce the aggregate taxes payable by you and members of your family. Without a Trust, your assets may be vulnerable to creditors, be depleted by spendthrift family members, and be subject to higher taxes.