Estate Planning

As the generation of baby boomers begins to retire, consultation with a tax adviser is a must. There are two reasons why estate planning with me makes sense. First, I can help you pay as little income tax as possible during your lifetime. Second, I can help you minimize the probate costs and fees associated with the assets you wish to be transferred at the time of your death. My estate planning services cover tax implications related to:

  • Financial planning
  • Life insurance
  • Estate freezing and refreezing
  • Asset transfers
  • Business succession
  • Planned charitable giving
  • Will planning
  • Trusts

In Canada death can result in a significant income tax bill if not properly planned for, especially when significant assets are involved. Contact me for assistance with estate planning in Waterloo.

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