Estate Planning & How to Manage Tax Implications

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1525 Carling Ave

1525 Carling Ave · Ottawa, ON

How to find us

Carling Executive Park - on Carling Avenue in between Kirkwood and Churchill. My building is in Suite 200 in the easternmost of three office towers, while parking for visitors is behind the westernmost building. I will validate your parking pass.

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I'll cover the fundamentals of Estate Planning in plain language, so that you what you can start doing now to minimize taxes and probate fees down the road. I'll also cover off topics such as ensuring your estate is equal and fair to your heirs and how to handle eroision of your future estate from a life-altering illness.

Come armed with questions on what makes sense for you at your current life stage, and what you'll need down the road as you attempt to maximize your estate.