Succession and Estate Planning

If you are planning to pass control of your business to other family members, how can you ensure a smooth transition?  By planning early, you can prepare for that eventual transition.  We can help you understand what you can do now and work with you in every step of the process.

How can your business and other assets be managed if you are no longer able?  We can help you by serving as the agent of your power of attorney for property.  We can also care for the burden of maintaining your personal financial records, paying bills, and other administrative duties on your behalf.

How can family harmony be maintained during the estate distribution?  We can help.  We can work with you to put plans in place now so that all beneficiaries will understand our role and we can maintain regular communication with heirs throughout the estate administration process.

As a business owner in Ontario, your estate planning is complex and you may wish to arrange for dual wills.  We can help you understand your options and work with other professionals to ensure that your wills and powers of attorney are complete, kept current, and are adjusted if your circumstances change in the future.

How can your other assets be distributed according to your wishes?  We can serve as your executor or agent of the executor and relieve your family members of the complex and lengthy duties of serving as executor.