Estate Planning
A careful strategy for personal and business transitions can protect your family and business from excess tax and unplanned disruption.
- Estate Planning
- Business Succession Planning
Services Offered
Preserve your legacy through early and effective planning
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Protect your family and your business
Personal Estate Planning
Estate planning can give you peace of mind that your family and favorite causes will be taken care of when you are gone.
We can help you define your priorities, and what will happen to your finances, savings and property. We can help you protect the people you hold dear.
Canadian tax rules deem that all your investments are sold at death and your estate is liable for the taxes. Planning your estate ensures your assets go where you want with less risk of argument, legal challenge or tax erosion.
We will review your unique circumstances, anticipate your potential tax liabilities and help you with a strategy to reduce taxes and other expenses.
Business Succession Planning
We work with business owners on business continuity plans, transitions and succession of ownership.
Business succession can be very stressful, especially for family-owned companies. There are many aspects to be considered – financial, legal, and emotional.
Transition decisions will affect employees and customers as well as owners. An early investment in planning increases the likelihood your business will flourish during and after the transition. You can protect its value for everyone involved.
We will collaborate with you to develop a clear succession plan, considering tax, operational and estate planning issues. We will help you think strategically while taking care to balance the needs of everyone involved.
We want you to receive the close personal and professional attention you deserve.
Our expertise, skills and experienced staff ensure the best possible service from one of the most established accounting firms in Rocky Mountain House.
CONTACTSend Us a Message
CALL US(403) 845-7633
EM@IL US
STREET ADDRESS4840 49 Street,
Rocky Mountain House, AB
T4T1C2
MAILING ADDRESSBox 1364,
Rocky Mountain House, AB
T4T1B1
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Accountant Website, Rocky Mountain House: Jensii