Toronto Estate Planning & Administration

17 years of caring

   FAQs   Blog   TwitterFacebookLinkedIn

Video still frame
Play button

Because death is a fact of life, we plan for it.

Devising a strategy to protect your family now and in the future is the best way to deal with the uncertainties of life. We review existing wills, powers of attorney and insurance arrangements to give you peace of mind. When the worst happens, we will help you or your family develop a wealth transfer strategy to protect the estate and assist you with ongoing administrative details.

The majority of Canadians do not have an Estate Plan.  

  • Do you know how estate taxation works and what your exposure is?
  • Are your beneficiary designations all up to date?
  • If you are a business owner, do you have a corporate Will as well as a regular Will?
  • Do you have adequate life insurance?  Is it the right type of insurance
  • Do you want to leave a charitable legacy?

About Estate Planning

Caring for Clients clientele all have well thought out and structured estate plans.  So, what makes our clients different from the majority of Canadians?

  1. They have clearly drafted Wills. Procrastination doesn’t cut it here. We help clients overcome the most common obstacles like deciding who should be executor, or guardian of their children. We help them understand how estate distribution works so they can figure out how to pass on their estate. And contrary to public opinion, it doesn’t have to cost an arm and a leg.
  2. Our clients have Powers of Attorney for Property and Personal Care.  Yes, you need to give someone the authority to deal with your property and to make healthcare decisions for you if you can’t. Better to choose than leave it to chance.
  3. They have planned for final taxes and structured their affairs to minimize or defer the taxes that are triggered at death.  
  4. And finally, their financial details are organized either in their Financial Planning Binder or within the Estate Information Organizer that we provide to all clients.  Do you executor a favour and organize your affairs. 

These are but a few estate planning considerations that we address with clients. Do you have similar concerns?

If your estate planning has been on your “to do” list for longer than you’d care to admit, we can help.

   MoneySense Approved Financial Advisor     Top 50 2015

Top of page