Estate Planning can involve various degrees of complexity. You want to utilize them to achieve personal, family and tax objectives. An outright distribution of assets may only require a simple Will. Alternatively, the Will may leave assets to a pre-existing inter vivos trust (created in your lifetime).

From the simple to the complex, the purpose of estate planning and wills is to ensure that the testator’s estate plan and goals are achieved and to provide for surviving family members, and minimize taxes.

In the event a person dies without a Will, Canadian laws provide who inherits your estate. The preparation of estate planning documents avoids this result and the distribution of an estate to unintended beneficiaries.

I have many years of experience working with and advising clients in the creation and implementation of plans that effectively express the clients’ personal desires regarding the disposition and protection of assets while providing potential tax advantages and security for family and beneficiaries.