Estate and Succession Planning

Estate and Succession planning is complex and to better understand the impact of the rules it is important that you speak with a legal advisor familiar with the relevant rules for your province. When you are developing your estate plan, be sure to discuss all aspects of your marital and family situations with your advisor.

Succession planning in a family business is the utmost importance to ensure your family and business continues to function without you and is protected from creditors and/or death of you or a partner.

It is important to review your Will and Power of Attorney from time to time and at any time your personal circumstances change. Changes in these areas can have a dramatic effect on your estate planning objectives.