Estate Planning & Trust Services

 
 

How We Help

 

Estate planning, business succession, and the sale of a lifelong business are issues most people only deal with once in their lifetime. As Canadians hit retirement age, it becomes more important than ever to plan for the future. Getting a proven plan in place will help avoid confusion and uncertainty for those you’re leaving behind.

Whether you’re a business owner or just want to ensure your loved ones are taken care of, J&J can help you prepare for future transitions. We’ll help you build an equitable plan which complies with your wishes and provides stability for your business and family. We can help determine succession or advise on the sale of your company, protect and provide a valuation of your assets, and help you retire in comfort.

Our Estate Planning Services:

Business Transition:

  • Business & property valuations

  • Guidance on sale, purchase, or succession of a business

  • Compensation and shareholder agreements

  • Asset protection for trusts, estate freezes, & tax rollover

  • Risk analysis & recommendations

  • Tax issues including planning, efficiency, & compliance

  • Profit sharing & pension plans for owners

Retirement & Estate Planning:

  • Retirement preparation & pension planning

  • Estate administration and freezes

  • Family trusts & asset protection

  • Wealth management

  • Investment diversification

  • Tax issues for Canadians living abroad

 

Our Estate Planning Clients:

We serve clients of all income levels in a variety of different industries.

Business Owners

We serve business owners across various industries to help ensure their legacy endures after they’re no longer around to drive the company forward.

Retiring Employees

Statistics show that most Canadians approaching retirement age are unprepared for the next stage in life. We set our clients up for a long, happy retirement.

Age Of Majority Canadians

Canadians above the age of majority can benefit from knowing their affairs are in order and their family’s future is secure if the unexpected happens.