Achieve Peace of Mind

It is never too early or too late to plan for the future and for your loved ones. We advise and assist clients in the preparation of wills and testamentary trusts; inter vivos trusts such as alter ego/joint partner trusts; discretionary family trusts; Henson trusts; business succession plans; corporate reorganizations and estate freezes; powers of attorney; guardianship and dependant support applications; and probate/estate applications. The cost of a properly-executed estate plan is modest relative to the expense of unnecessary taxes, higher administration costs and litigation which may arise due to deficient or invalid testamentary instruments.

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The absence of a valid, properly-prepared will or trust can result in your assets being distributed according to a legislative formula that may not reflect your wishes. Moreover, it may lead to loved ones experiencing stress and unnecessary delay, lengthy or fractious disputes, and the imposition of heavy tax burdens and administration costs. The welfare of any minor children could also be severely affected if provisions are not made for guardianship in the event of your death or disability.

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We can also assist in reviewing and updating business succession plans, wills and other instruments to ensure that they continue to reflect your wishes while maximizing tax efficiency. This is especially important upon a change in circumstance such as a marriage, divorce, birth of a child, death in the family, reorganization of corporate interests, or recent acquisition of property. 

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Powers of attorney and advance directives are equally important in order to plan for circumstances where you may be unable to take care of your property or to attend to your personal care, even temporarily. By preparing these documents you can ensure that your personal choices regarding your property, medical intervention, or long-term care will be honoured and respected.