Legacy & Estate Planning
Offered by Access Private Wealth Corp.
Estate planning is something many people feel uncomfortable discussing. After all, you’re focused on enjoying life and building your future. It’s not very pleasant to think about what happens to you, your assets, and your family after you’ve passed.
At Access Private Wealth Corp., we make estate planning easier by getting to know what’s most important to you and your family through frank, open discussions. We’ll then develop a strategy that will minimize taxes and probate fees, protecting as much of your estate as possible to pass on to your beneficiaries.
Our award-winning team of financial experts helps high net worth families in Mississauga, Toronto, and across Southern Ontario develop detailed estate plans that are completely in accordance with their wishes. We can help you and your family with estate planning too.
Will Planning
Effective will planning is essential to ensuring assets are transferred according to intent and in a tax-efficient manner. As part of our estate planning process, we review existing wills and powers of attorney to identify gaps, outdated provisions, and areas requiring coordination with broader planning objectives.
Power of Attorney
Powers of Attorney play a critical role in ensuring personal and financial decisions can be made seamlessly if capacity is ever impaired. As part of our broader planning process, we help clients understand the purpose, scope, and implications of these arrangements.
Naming an Executor
Selecting an executor is a significant decision, requiring consideration of responsibility, capability, and objectivity. An executor is charged with administering the estate, managing tax and probate obligations, and ensuring instructions are carried out as intended.
Estate Checklist
Proper preparation can significantly ease the administrative burden placed on an executor. As part of our estate planning process, we help clients organize key information and documentation into a clear, practical checklist designed to support effective estate administration.
Cottage Succession
Cottage succession often raises complex financial, tax, and family considerations. Before determining ownership or shared arrangements, we help families assess interest, affordability, and long-term implications for each beneficiary.
Guardianship
Planning for the care of minor children or dependents with special needs requires careful coordination. As part of our broader estate planning process, we help families evaluate guardianship considerations and the role trusts can play in providing long-term financial support.
Estate Freeze
An estate freeze is a planning strategy commonly used by business owners to limit future growth in their estate and facilitate the orderly transfer of value to the next generation.
Estate Planning in Toronto, Mississauga, Ancaster and Southern Ontario.
Estate planning can be a sensitive subject. We’re here to listen with empathy so we can put together a plan that will bring you peace of mind. Access Private Wealth has the experience and know-how to help you make informed decisions that will preserve your wealth for the next generation.