The following articles may assist you in your Tax and Estate Planning process. Please feel free to contact us should you require any further information.
General
Estate Planning Family Meeting Guide
Estate Information Organizer
A guide for estate planning in the not-so-traditional modern family
‘Tis the Season to be Jolly and Gift, Gift, Gift!
Planning & Strategies
The Days of Wine and Roses...and Prenups
Changes to Ontario's Probate Process
Designating Beneficiaries
Joint Ownership of Property: Pros & Cons
Planning for the Family Vacation Property
Probate Fees and Taxes
Probate Planning
Registered Asset Preservation Plan
United We Stand: Planning by Spouses
A Guide to Granting Powers of Attorney
The Mighty Power of Attorney for Property
The Why and When of Wills
Wills That Work
Preparing Your Last Will and Testament
Trusts
Trusts for Protection and Tax Savings
Trustee Services
Planning with Trusts for Adults with Disabilities