Protecting Your Legacy and Ensure a Smooth Transfer of Wealth To Future Generations
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CONTACT US today to learn more about how our Estate Planning & Executor Services in Mississauga, Ontario, can help you protect your legacy and ensure a smooth transition of wealth to future generations.
Anyone who would like to meet with us can have up to one hour of our time for a free initial consultation (typically by Zoom or by phone) to discuss your situation, answer your questions, and help you to better understand your estate planning issues and options.
We have many years of experience in estate planning and estate administration to share with you.
In particular, we have worked on estate planning that involved:
We have relationships with quality Ontario estate planning lawyers who take the estate plans that we create with our clients and draft the wills and power of attorney documents that flow from the plans.
We also believe that having an accountant creating the estate blueprint and the lawyer drafting documents from the blueprint benefits our clients by having two professionals involved in the planning. We like to tell the lawyers that their job is to keep us honest and our job is to keep them honest.
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Our Estate Planning & Executor Services are designed to help you protect your legacy and ensure a smooth transfer of wealth to future generations. We take over the process of supporting the wishes of the deceased, including the valuation of estate assets and distribution to beneficiaries. We also prepare and file final documents for the tax authorities and offer probate management services to simplify the process.
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