Wills, Estate Planning & Wealth Preservation

Estate planning is essential if you have any significant assets to speak of. Not only will estate planning help you to avoid family-fighting over your estate after your death, but you can also use estate planning to minimize the taxes that will be assessed upon your death. By taking the right steps to plan your estate, you can make sure the assets you worked to acquire stay intact and are used to go to your loved ones or to support causes you believe in, rather than being lost to the government in heavy taxation and tied up in an intestacy dispute for months or even years.

There are a number of estate planning tools you can use. The most basic is a will, wherein you name an executor and detail who your assets should go to upon your death. At PLZ Law, we can help you to draft a will that complies with all Ontario requirements and that will be enforceable after your death. We can help you to make sure your will includes information on all relevant issues, including naming an executor and naming a guardian for your children, if applicable. We can assist you with all aspects of drafting and executing a will and can put our legal experience to work for you.

Estate planning and wealth preservation is often about more than just making a will though. If you have significant assets, other steps may need to be taken to protect your wealth and to ensure the minimum of tax consequences when your estate passes to your heirs. At PLZ Law, we can help you to preserve your wealth through trusts and through strategic gifting, among other measures. We will put our legal expertise to work to make sure your loved ones, and not the government, get your money when you pass away.