Planning and Estate Administration
Formally appointing decision-makers to declare your personal and financial wishes is an important step in your fiscal planning and provides peace of mind for you and your loved ones. We regularly advise clients on administrative issues, estate and trust taxes, and serve as a resource for their beneficiaries.
As a firm, we pride ourselves on establishing long-term relationships with our clients, which often result in a deeper personal understanding of their financial circumstances. Whether you’re a current client or new to the S & K family, we offer a standard of compassion that brings both ease and expertise to your estate planning.
Our estate planning services compliment and enhance the work of an estates lawyer who will add legal advice to the foundation we lay*. Though a Will, Power of Attorney for Property and Power of Attorney for Personal Care are three different documents, the financial planning for all three is often done simultaneously.
Our unique process provides:
- Clarification of relevant concepts
- Alternative strategies and in-depth discussions on which are best for you
- A full review and explanation of your draft documents from a family and financial planning perspective
$350 per hour + HST (minimum $2,500)
$350 per hour + HST (minimum $7,500 per estate)
*If you don’t have an estates lawyer, we’d be pleased to recommend one to you.