Business Succession Planning

Business Succession Planning

For owners of small businesses, we will work with you to facilitate business continuity and minimize taxes and probate fees by exploring strategies such as multiple Wills.

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Tips for Saving Probate Fees

What Is Probate? Probate is the process of having an individual appointed by the Court as an Estate Trustee (also…

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General Tax information for Estate Trustees

An estate trustee (commonly referred to as an ‘executor’) is responsible for filing income tax returns of the deceased including…

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Should I name my Estate as a Beneficiary?

It often makes good financial sense for spouses to name each other as the beneficiaries of their Registered Retirement Savings…

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Related Blog Posts

Please join us! Whether you have been appointed as an executor or are doing your estate planning, this informative session is for you!

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Federal Budget Announces Changes to RDSPs

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Planning for ‘Home Sweet Home’

In a recent video posted to the Financial Post, Phil Soper, president of Royal Lepage, explained why he believes Ottawa…

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Your RRSPs/RRIFs and Your Estate Plan

The RRSP contribution deadline is fast approaching! When considering whether or not to make an RRSP contribution this year, it…

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Don’t Miss Our Upcoming Seminar on January 19th

Chantal and I are thrilled to have been invited to be a part of an upcoming seminar hosted by Lifetime…

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Navigating Extracurricular Activities

One of the biggest issues some separated parents have to deal with is their child’s extracurricular activities. These activities can…

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