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