Estate Planning
Ensure your estate is distributed according to your wishes while minimizing taxes and probate and providing for your loved ones.
Who It’s For
Individuals and families wanting to manage their estate efficiently.
Our Approach
Initial Consultation
Discuss your estate planning goals and current asset distribution.
Plan Development
Assistance with drafting wills, trusts, and directives that align with your wishes.
Wealth Transfer Optimization
Maximize the value of your estate through tax-efficient structures.
Ongoing Review
Periodically update your estate plan to accommodate changes in your family or financial situation.
Benefits
Protect Your Legacy: Ensure your assets are managed or distributed according to your directives.
Minimize Taxes: Reduce the tax burden on your heirs through strategic planning.
Maintain Control: Appoint trusted individuals to manage your estate or health care decisions.
Contact us for an estate planning consultation to safeguard your legacy.
ABOUT US
A boutique accounting and financial planning firm located in Ancaster, Ontario. Large enough to serve both small businesses and enterprise clients, but small enough to respond promptly to your individual needs.
WORKING WITH
BUSINESS HOURS
| Monday | 8am - 4pm |
| Tuesday | 8am - 4pm |
| Wednesday | 8am - 4pm |
| Thursday | 8am - 4pm |
| Friday | 8am - 4pm |
| Saturday | Closed |
| Sunday | Closed |