Wills, Trusts And Tools To Optimize Your Estate Plan

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Taking the time to consider your plans in case of death or incapacity makes sense whether you are young or old, single or in a family, or have a simple estate or a complex one with many assets and heirs. But getting professional legal help is the best way to move your wishes from mere contemplation to a solid collection of valid legal tools ready to carry out your direction when the unexpected happens.

Strategic Estate Planning

At Heelis Little & Almas LLP, our practice includes more than simply drafting documents. We have a genuine interest in every client and we will work hard to ensure that you are aware of all your options to optimize your estate plan with a full range of available legal tools.

We help clients capitalize on such estate planning strategies as:

  • Maximizing control over how and when your assets are distributed
  • Reducing or eliminating probate fees and taxes where possible by structuring assets to flow to beneficiaries outside of a will
  • Specifying instructions on medical issues if ever you are unable to express yourself during a crisis
  • Establishing an alternate decision maker for financial, legal and personal care matters if you become incapacitated
  • Planning ahead to make administration smooth and efficient for your survivors

Instruments we use to create comprehensive estate plans include:

  • Wills
  • Trusts
  • Joint assets and tenancy
  • Registered Retirement Savings Plans (RRSPs), Tax-Free Savings Accounts (TFSAs) and Registered Retirement Income Funds (RRIFs)
  • Life insurance policies
  • Charitable planning
  • Powers of attorney
  • Advance medical directives

Our estate lawyers are ready to help you put a comprehensive plan in place quickly and efficiently.

Delay No More. Arrange A Consultation Today.

Take the first step in creating an estate plan today. Book an appointment by calling 905-581-4242 or use our intake form to have our office in St. Catharines contact you.