Estate Planning Services

Estate and succession planning is a process that can help you manage your assets and plan for their disposition after your death. The primary goal of estate planning is to minimize the amount of taxes and fees paid by your estate and ensure that your assets are distributed according to your wishes.

For business owners, providing for business continuity and succession of ownership is essential in protecting your wealth and the future success of your business.

At NBG Chartered Professional Accountant, we have the expertise to develop estate, succession and retirement plans that meet your financial goals, protect your family’s wealth and secure your retirement. We work closely with you, your family and your other professional advisors to ensure that your wealth is preserved and transferred smoothly to the next generation.

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Our estate planning services include:

  • Estate freezes and corporate reorganizations
  • Creation of Trusts
  • Will planning and drafting
  • Family business succession planning
  • Planning to minimize probate fees arising upon death
  • Advice on reporting requirements upon death
  • Preparation of final and estate tax returns

We understand that estate planning can be a sensitive topic. Our team will work with you to develop a plan that meets your unique needs and objectives. Contact us today to learn more about how we can help you with your estate and succession planning.

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Planning your Estate

Estate planning is not only for the wealthy – everyone can benefit from having a plan in place. If you have any assets or dependents, estate planning can give you peace of mind knowing that your affairs are in order. If you die without a will or other estate plan, your assets will be distributed by the government using provincial laws, which may not reflect your wishes.

Estate planning can also help you plan for incapacity. If you become incapacitated, someone will need to make financial and healthcare decisions on your behalf. Without a plan in place, these decisions could be made by the court, which may not act in your best interests.

An effective estate plan can:

  • Minimize taxes and legal fees
  • Ensure your assets are distributed according to your wishes
  • Provide for business continuity and succession of ownership
  • Protect your wealth and the future success of your business.

Although creating an estate plan can be a complex process but our goal is to simplify the process for you. At NBG, we have years of experience and have guided several families, step-by-step, through the process of establishing an effective estate plan and ensuring your loved ones are protected and your wealth is transferred in a smooth and orderly fashion.


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