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Estate Planning and Wealth Protection
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Hamilton, Ontario | 905.525.8873

Wealth Protection Tools

  1. Comprehensive Personal/Family Questionnaire
  2. Wills
  3. Powers of Attorney (Property and Personal Care)
  4. Trusts
  5. Re-structure Corporate and/or Real Estate holdings
  6. Special Agreements
  7. Insurance - Life, casualty etc.
  8. Investment Counselling

Strategic Opportunities and
Business Exit Strategies

  1. Next generation transfer
  2. Tax minimization strategies
  3. Creditor protection strategies



Estate Planning & Wealth Protection


Strategic Opportunities
and Business Exit Strategies

1. Next Generation Transfer and Business Exit Strategies

  • Options to transferring real estate to the next generation with focus upon business assets, cottages, U.S. properties.
  • Assessment of best tax structured transfers.
  • Sale of a business, shares/assets, keep within the family, with or with-out control, estate freeze possibilities.
  • Tax free distributions of corporate money.
  • Business contingency planning - death, disability, succession, marriage breakdown, emergency plan.
  • On-going support to family members, difficult family circumstances.

2. Tax Minimization Strategies

  • Tax on income, capital gains, registered plans, TFSA, probate fees, executor's compensation
  • Canadian minimization strategies
    • Exemptions
    • Gifts during lifetime
    • Joint title to assets
    • Beneficiary designations
    • Contingent owner life insurance
    • Tax deferred roll-overs (spouse, spouse trust, alter ego trust, joint partner trust, capital beneficiaries of trust)
    • Estate freezes (Holdco or family trust - maintain voting control)
  • Cross Border Issues
    • Consider "U.S. property"
    • Consider "U.S. person" - time spent in the United States
    • Next generation transfers - beneficial interests
    • Estate tax (state and federal)
    • Capital gains tax (state and federal)
    • Gift tax (state and federal)
    • Generation Skipping Tax (state and federal)
    • Stamp tax
    • Exemptions

3. Creditor Protection strategies

  • Guidance in preventative opportunities (in non-insolvency circumstances) to protect against creditors and law suits.
  • Protection against adverse consequences of marriage including pre-nuptial agreements, matrimonial home options, discretionary trusts and specialized mortgage financing.

Get Started Today

Protecting your wealth begins with a simple phone call.

Contact us at 905.525.8873 and we will be happy to answer any of your questions and begin the estate planning process.


Questionnaire - Estate + Tax Planning

Consent To Joint Retainer

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DISCLAIMER: This web-site is NOT intended to be legal advice. Individual circumstances vary greatly and it is therefore important that you contact a lawyer for proper legal advice relating to your own circumstances.

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