One of the most critical, but often neglected
parts of a sound estate plan.
What many Canadians do not realize
is that the failure to properly prepare and
thereafter execute one’s will is the number
one reason for excessive estate taxation.
It can also contribute to a perception of
unfairness leading to family turmoil after one’s
Our 30 years of experience in dealing with
family estates has lead us to an approach
which allows our clients to cost effectively
produce a will - which we can thereafter review.
This approach ensures both tax minimization
along with the optimal distribution of assets to
ensure family harmony after death.
We’re happy to provide this review to our client’s
without cost as part of our ongoing services.
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We're proud to partner with Formal Will, one of Canada's leading providers of Wills.