Tax Planning and Estate Trusts

Tax Planning and Estate Trusts

Legal strategies for those who would like to protect and preserve inheritances for spouses, children, or beneficiaries with disabilities. We will explore your unique situation and discuss which strategies will meet your estate planning goals while minimizing taxes and ensuring your loved ones are well provided for.

Related Resources

trust for children 

Young Beneficiaries – Information for Parents and Estate Trustees

Did you know that a child under the age of 18, referred to legally as a minor, is actually not…

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Do I Need a Will?

Some people think that because their affairs are simple or their assets are modest, they don’t need a Will. Actually,…

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henson trust estates lawyer stittsville 

Ontario Disability Support Program

General Information for Recipients of ODSP If eligible, ODSP provides people with disabilities with two kinds of support:  income support:…

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RRSP Rollover to RDSP…Can it be done?

Yes, it is possible for a deceased’s RRSP to rollover to a beneficiary’s RDSP. Let’s start by looking at the…

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I own my home and want it to go to my children from my first marriage when I die but I don’t want my spouse to have to move out right away … can I have it both ways?

The good news is, yes, it is possible to achieve both of these estate planning goals. The bad news is…

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Did you know that November is ‘Make A Will’ Month?

Every capable adult 18 years and older should have a Will! The Ontario Bar Association has…

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Make-a-Will Month Open House!!

Did you know that November is “Make-a-Will” month? Join us at our open house! Mark your…

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I know I can appoint someone in my Will to have custody of my minor child but I’ve heard the matter will have to go to court…What does the court look at when awarding custody?

Most new parents that we meet with are aware that they can name someone in their Will to have custody…

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I’m executor of my brother’s estate….how do I deal with all of his digital assets?

Unfortunately for executors, there is not much guidance to be gleaned from the law when it comes to dealing with…

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