Chartered Professional Accounting Firm Calgary

Estate Tax Planning in Calgary, AB

The art of estate planning is more than just knowing the tools. Our team will approach the planning of your estate with your unique goals in mind. Our technical expertise has put us at the top of the game and our intimate knowledge of each client's goals has kept us growing. We will structure your plan according to your situation and your philosophy.

Planning your estate means managing what you own during your lifetime and beyond, not leaving things to chance or even to just a will. It means taking stock and organizing your business and personal affairs so they continue as you want them to. It means minimizing the costs and taxes associated with the distribution of an estate.

And That Means Planning, Now.
Planning your estate means arranging for the transfer of your assets to the individuals you wish them to be transferred to, both during your lifetime and beyond. It means planning for the years ahead and achieving your goals and your family's goals by:

  • Having a valid, updated will
  • Minimizing taxes
  • Funding your final wishes
  • Planning for the transfer or sale of your business

You might also benefit from the use of a trust, shareholders agreement, or a valuation of your business.

Who Needs an Estate Plan?
You do, if you want the protection and continuation of all you work hard for.

You do, if you own any of the following:

  • A business
  • Real estate
  • Investments and savings
  • RRIFs or RRSPS
  • Life insurance

You do, if you want to control how those assets are managed beyond your lifetime, and if you want to pass those assets on with the least possible alteration to them. Estate planning protects:

  • Your spouse
  • Your child(ren)
  • Any other relative(s) or friend(s)
  • Your preferred charity or other organization

You do, if you don't want the government to be your primary beneficiary.

Without a comprehensive estate plan, CRA could take a significant portion of what you have worked so hard to build and your assets might not be left as you intended.

Managing what you own beyond your lifetime means not merely having a will, but having a plan. It takes a lifetime to build your estate spend a few hours now, planning for it.

  • Your spouse
  • Your child(ren)
  • Any other relative(s) or friend(s)
  • Your preferred charity or other organization