Planning Today For a Worry Free Tomorrow
Our Estate Planning and Administration Team helps clients plan their futures while also protecting the value and viability of their estates. Our expertise will provide you with confidence that your assets and property will be handled and preserved in the manner you envision. By preparing for the future today, you can focus on what really matters - your life.
You are working hard to build your estate. We can help protect it.
It is important that everyone have a current Will, Enduring Power of Attorney and Personal Directive. An Enduring Power of Attorney allows you to name a trusted person to act on your behalf - with respect to your property and assets - in the event you suffer an illness or accident that prevents you from communicating your wishes, or results in the loss of mental competency. For further peace of mind, a Personal Directive allows you to appoint an agent to make decisions with respect to your short and long term health care and treatment.
By preparing these documents now, your family will be able to avoid the significant expense of making a court application for Trusteeship or Guardianship.
Additional Services
Our Estate Planning and Administration Team also offers the following services:
- Minimizing the cost of administering your estate by advance planning.
- Transferring your business or shareholdings to the next generation in a tax efficient manner prior to your retirement.
- Anticipating and minimizing estate tax liability to the Canada Revenue Agency.
- Farm succession strategies.
- Preserving freehold mineral interests.
- Understanding American estate tax liability (important to Snowbirds and Canadians with property or business interests in the United States).
- Dealing with competing interests in one's estate from spouses or children of blended relationships.
- Maintaining control over the distribution and management of one's estate through a Family Trust, Spousal Trust or Spendthrift Trust.
Should an estate matter become contentious, Kirk Montoute Dawson LLP can assist with dispute resolution - either through mediation or application to the Courts.