Estate Tax Planning

Be prepared with a comprehensive
Estate Tax Plan.


When a loved one passes away, their estate goes through a process called probate. A probate is a court-supervised process of validating a will and determining how the distribution of a deceased person’s assets will be done, this includes the payment of any debts that the deceased person may still have. For a trustee, managing the execution of an estate can be very time-consuming. Expensive and complicated, the probate process can take about a year and a half to finalize. Also, beyond the court’s initial filing costs, additional fees and charges can be expensive depending on each Province’s specific terms. I can help you prepare and take charge of this process and relieve you of the headaches related to executing your loved one’s estate.

Let’s Talk.

Planning early is the key. Let me help you with your financial goals. Call or send me a message for a consultation today.