Succession & Estate Planning

It has been consistently reported that many Canadians do not have a will nor have any form of estate planning upon their death. This not only incurs added stress onto your successors but may also have numerous tax implications. Making succession plans now over your valuable assets can give you the reassurance you need that your legacy will be well-remembered.

If you are looking to protect your legacy and give your loved ones greater support in their own future, you might be wondering how you can best position your estate when it comes to taxation. At Brownlow Partners Chartered Professional Accountants, we can help you find actionable solutions to questions such as:

  • How can you sell assets now for the greatest value and lowest taxation cost?
  • What are the taxes that would be paid on your death?
  • What action could you take now to significantly reduce those taxes?

Protect Your Legacy with Brownlow Partners

Our team will advise you on how to correctly plan your estate for efficient and minimalist taxation. We will explore topics such as identifying selling high-risk or high-maintenance assets to simplify your estate. Our advisors also help ensure your Will property truly reflects your wishes in a way that provides clarity for those administering your estate and distributing your assets.

If you are in Hamilton, Halton or Niagara and wish to protect your legacy and assets for your successors, contact our team of chartered accountants and advisors today.

Meet Our Team