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Estate Planning

With the complex tax system we have in Canada it is increasingly more evident that a thorough organization of an individual’s wealth can substantially reduce costs and problems after death. Proper planning can ensure that your wishes are adhered to, your loved ones provided for and tax consequences minimized upon death. 

At STEIN JACOBS KROLIK we provide services that will help you plan your estate. We can offer the necessary consultation for construction of a proper will. The introduction to various types of estate planning vehicles can alleviate tax costs at death. Utilization of trusts can offer significant flexibility and tax savings. These are only but a few aspects which we can incorporate into an individual’s estate plan to help retain his or her wealth.