Publication
TITRE
You Owe it to Yourself and Your Family to Consider Estate Planning
DATE
5 novembre 2007
We Can Help You in Creative and Cost Effective Ways With
Wills
Failure to have a professionally prepared Will almost invariably results in unnecessary delay, expense, and tax, not to mention heartache. We can ensure that your estate goes to those you wish to benefit in the most efficient and tax effective manner.
Powers of Attorney
These days, many people outlive their ability to manage their affairs. Using Powers of Attorney for both Property and Personal Care, we can give you confidence that you and your assets will be properly cared for by those you select.
Probate Planning
Probate fees equal 1.5% of your estate. We can help you to significantly reduce or eliminate these fees in many cases.
Testamentary Trusts
A more sophisticated Will, including trusts for your spouse and children, can save them thousands of dollars in income tax year after year. We can provide the high level of expertise necessary to put these strategies in place.
Inter Vivos Trusts
Inter vivos trusts can be a helpful tool for generating income tax savings during your lifetime while providing for the costs of private schools, camps, and other expenditures for your children. We can help you navigate the legislative minefield that strives to restrict access to these tax saving structures.
Estate Freezes
Those with significant estates may wish to freeze their tax liability on death at its current level. We can implement a freeze for you which will maximize the benefits passing to the next generation.
Estate Administration
We can help by advising you on estate administration issues or we can relieve you of the burden and, as your agent, do all the work of the estate trustee.
Estate Litigation
We can assist you in the resolution of disputes of all types that might arise in estate-related matters.
For further information, please contact:
Peter E. Lockie (416) 216-4813
plockie@ogilvyrenault.com
