As an individual subject to a hectic pace of life, you may have put off the optimization of your personal tax situation. However, there are many planning elements to consider in order to reduce your tax burden, both in terms of personal taxes, testamentary and estate taxes.

Are you in possession of property outside Québec? Outside of Canada? Would you like to minimize the potential effects of double taxation that may arise as a result of your death? Our in-depth knowledge, our personalized approach and the solutions we offer will allow you to achieve your objectives when transferring your assets.

When you’re in great shape, you think about the future, your family, what your life will look like in 10, 15 or 30 years… Death is usually not the first thing that comes to your mind, and we often prefer to forget it. However, planning your estate not only allows you to take care of your financial situation, but also to lighten the burden on your loved ones when the time comes to say goodbye.

If you were the victim of an accident tomorrow morning, would at least one person around you be able to easily “find their way around” your belongings? Bills to pay, safety deposit box, bank accounts, investments, mortgages, life insurance, pension funds, important documents… In addition, with the new challenges presented by the digital age, you must also think about your virtual heritage, digital assets. It is not always easy to manage all this if you have not kept an up-to-date balance sheet of all your assets.

Let’s keep in mind that estate planning is above all an act of love for our loved ones. Writing a will, planning your estate and planning for the future means giving yourself peace of mind about the future. It is this peace of mind that we can bring you through our professional services and advice.