Tailored Estate Planning Services in Ontario & Alberta
Estate planning is an essential step in managing your assets and ensuring they are distributed according to your wishes. Our comprehensive estate planning services in Ontario & Alberta provide peace of mind, knowing your legacy is secure and your loved ones are taken care of.
Why Estate Planning?
Effective estate planning helps avoid unnecessary taxes and legal complications, ensuring your assets are transferred smoothly to your beneficiaries.
It also allows you to make critical decisions about your health care and financial affairs in advance.
Will Preparation
The cornerstone of your estate plan, ensuring your assets are distributed as you wish.
Trusts
Can offer tax advantages and greater control over how your assets are distributed.
Power of Attorney
Designating someone to manage your financial and health decisions if you're unable to do so.
Beneficiary Designations
Ensuring your retirement accounts and insurance policies are aligned with your estate plan.
What’s the difference between
a will and a trust?
A will is a document that specifies how your assets should be distributed after death. A trust can begin distributing assets before death, offers more control over when and to whom distributions are made, and can offer tax benefits.
Frequently Asked Questions
A will is a document that specifies how your assets should be distributed after death. A trust can begin distributing assets before death, offers more control over when and to whom distributions are made, and can offer tax benefits.
It ensures that someone you trust can make financial and healthcare decisions on your behalf if you become incapacitated.
Yes, strategic estate planning can minimize or avoid estate taxes and inheritance taxes, ensuring more of your assets go to your beneficiaries.
Why Choose Us for Your Estate Planning?
Our personalized approach to estate planning in Ontario & Alberta ensures that your estate plan reflects your unique wishes and circumstances, offering security for you and your loved ones.
Request an Appointment
Protect your assets and secure your legacy. Contact our estate planning experts in Ontario & Alberta today to create a plan tailored to your needs.
Phone
(647) 894 4790 - CELL
Location
2682 Islington Avenue Etobicoke, ON M9V 2X5
agams@singhfinancialltd.com
Hours
9:00AM - 04:00AM