Our estate planning experts will review your current will and power of attorney(s) for issues and areas that need updating. If you have certain goals that need changing, or want to explore options for multiple wills, we can help you through the process.
Power of Attorney
If you’re ever deemed unable to care for yourself or handle your own financial responsibilities, powers of attorney can step in and make decisions on your behalf. Our team will ensure you understand the benefits and risks involved.
Naming an Executor
Have you considered who will do the best job carrying out your wishes, and properly handle your estate’s tax, probate, and financial responsibilities? We’ll fully outline the duties expected of your executor so you can make an informed decision.
When the time comes, will your executor have everything they need to responsibly fulfill their duties? Our team will provide you with a checklist to make your executor’s job easier during a difficult time.
Before deciding who gets and/or shares the family cottage, let’s examine which of your beneficiaries wants and can afford it, and develop a solution that will make everyone happy.
We can set up and manage trusts for the care and guardianship of your minor children or special needs dependents, and make sure any necessary dividends are paid out as often as required.
Business owners sometimes want to do an estate freeze, which allows them to lock in their growth profits to pass onto the next generation. Let’s discuss whether this is a good strategy for you.
Estate Planning in Toronto, Mississauga, Ancaster and Southern Ontario.
With over 80 years of experience, the portfolio managers at Access provide exceptional wealth expertise to high net worth families and businesses in Toronto, Mississauga, Ancaster, and Southern Ontario
If you think your financial picture or investment strategy could use a review, contact us today for a free consultation.