Estate Planning

We work in a compassionate, attentive, and cost-effective manner to help individuals, families and business owners protect and preserve the assets they have acquired and businesses they have built. 

We implement individualized plans to meet our clients' lifetime needs. We also assist surviving family members to administer their loved ones' estates and trusts, including admitting wills to probate, dealing with creditors, minimizing estate and  trust income tax, trust administration and transferring probate and non-probate assets.

We have extensive experience in cross-border estate planning relating to determining potential U.S. estate tax exposure and recommending tax minimizing strategies for Canadians who are dual nationals and/or who own U.S. real estate and stock in U.S. companies.  Several of our attorneys are Foreign Legal Consultants in Ontario. 

Finally, we have the knowledge, skills and experience to confidently litigate estate matters and protect estates, fiduciaries and beneficiaries.

Estate plans, simple or complex, may include:

  • Living trusts
  • Wills
  • Powers of attorney
  • Health care proxies
  • Life insurance trusts
  • Planning to avoid probate
  • Supplemental needs trusts
  • Agreements to dispose of remains

 

Our team of estate planning attorneys bring decades of experience to each matter. They will meet with you to listen to your needs, goals and concerns, then craft an estate plan that addresses each of those areas. Don’t delay this important decision to protect your assets and your family. Call our team today to discuss your options.