Will Review

The Associated Client Benefit

 

 

What are the tax implications of your current will? In the event of a demise, we want to make sure your estate and your beneficiaries will not be subject to an excessive federal tax assessment. Our team of tax professionals will ensure that in the event of a rollover, or sale of your business, all of your wishes will be met.

All too often the tax implications of a will are overlooked. The last thing a business owner wants to do is to make the CRA the largest beneficiary of their estate. Once again, by taking a proactive approach to tax planning, our Estate Planners will review the current will, and will offer helpful suggestions that can significantly reduce the amount of tax owing in the case of a sudden demise of either the principal shareholder or other affiliated business shareholders.