Estates PlanningDiscover Experience that Builds a Legacy
Estates planning includes preparing Wills, powers of attorney, and trusts.
It is important that everyone has an estate plan.
The plan should take into account the client’s personal and financial circumstances and objectives, and should be tailored to provide the best solutions and strategies to reflect the client’s needs and intentions. It should minimize taxes payable on death and facilitate the efficient management and smooth disposition of the estate following the client’s death.
The plan should consider and utilize the best estate and planning techniques including joint ownership of assets, beneficiary designations of assets such as RRSP, RRIF, TFSA, life insurance, the use of multiple wills, the use of trusts (such as joint spouse/alter ego trusts, trusts for disabled persons and vacation property) and charitable giving.
The plan should provide protection in the event of the client’s incapacity.
The plan should provide for the right people being appointed to step up when and as necessary. It should be crafted to minimize potential disputes with the attendant financial and emotional costs and delay, and potential fractured relationships among surviving family and friends.
The lawyers at Dickson Appell LLP have the experience, expertise and empathy to advise and assist you in devising an appropriate estate plan, and to put your plan in place to give you peace of mind.
Mary Louise’s practice is focused on will and trust planning, powers of attorney for property and personal care, estate administration, personal tax planning, family business planning, and the creation and maintenance of corporations and charities. Mary Louise is a former elected Bencher of the Law Society of Upper Canada and a former member of the Canadian Human Rights Commission. Mary Louise is the co-author of Ontario Estate Practice and The Wills Book. Mary Louise is a leader in the field of disability law and planning around disability issues.Learn More
Sylvia’s practice is focused on estate and incapacity planning and estate administration for individuals, families, and business owners. She provides advice on will and trust planning and powers of attorney for property and for personal care, as well as advice to executors, trustees, and beneficiaries in estate administration matters.Learn More
Wenda focuses her practice on estate and incapacity planning, estate administration and planning for family members who are disabled. She provides advice to individuals and institutions on a broad range of issues such as personal estate and tax planning, formation, variation and interpretation of personal and commercial trusts, incapacity planning, planned giving, planning for disabled family members, advising executors and trustees on their role and responsibilities, advising beneficiaries on their entitlements.Learn More