Estate Planning for Business Owners and Licensed Professionals

Estate Planning

FOR BUSINESS OWNERS AND LICENCED PROFESSIONALS

I offer the following services as part
of an estate plan:

  • Wills (corporate, foreign property)
  • Trust Agreements
  • Power of Attorney for Business
  • Guidance on beneficiary designations on life insurance
  • Guidance on beneficiary designations for registered assets, such as Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), other private pension assets and Tax-Free Savings Accounts (TFSAs)
  • Guidance with testamentary instruments regarding foreign property
  • Making charitable donations
  • Taking other actions that can minimize estate administration tax