Estate Planning

Services Estate Planning

Estate planning is something many people feel uncomfortable discussing. After all, you’re focused on enjoying life and building your future. It’s not very pleasant to think about what happens to you, your assets, and your family after you’ve passed.

At DFS Private Wealth, we make estate planning easier by getting to know what’s most important to you and your family through frank, open discussions. We’ll then develop a strategy that will minimize taxes and probate fees, protecting as much of your estate as possible to pass on to your beneficiaries.

Our award-winning team of financial experts helps high net worth families in Mississauga, Toronto, and across Southern Ontario develop detailed estate plans that are completely in accordance with their wishes. We can help you and your family with estate planning too.

Will Planning
Our estate planning experts will review your current will and power of attorney(s) for issues and areas that need updating. If you have certain goals that need changing, or want to explore options for multiple wills, we can help you through the process.

Power of Attorney
If you’re ever deemed unable to care for yourself or handle your own financial responsibilities, powers of attorney can step in and make decisions on your behalf. Our team will ensure you understand the benefits and risks involved.

Naming an Executor
Have you considered who will do the best job carrying out your wishes, and properly handle your estate’s tax, probate, and financial responsibilities? We’ll fully outline the duties expected of your executor so you can make an informed decision.

Estate Checklist
When the time comes, will your executor have everything they need to responsibly fulfill their duties? Our team will provide you with a checklist to make your executor’s job easier during a difficult time.

Cottage Succession
Before deciding who gets and/or shares the family cottage, let’s examine which of your beneficiaries wants and can afford it, and develop a solution that will make everyone happy.

Guardianship
We can set up and manage trusts for the care and guardianship of your minor children or special needs dependents, and make sure any necessary dividends are paid out as often as required.

Estate Freeze
Business owners sometimes want to do an estate freeze, which allows them to lock in their growth profits to pass onto the next generation. Let’s discuss whether this is a good strategy for you.

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Estate Planning in Mississauga, Toronto, and Southern Ontario

Estate planning can be a sensitive subject. We’re here to listen with empathy so we can put together a plan that will bring you peace of mind. DFS Private Wealth has the experience and know-how to help you make informed decisions that will preserve your wealth for the next generation.

With over 60 years of experience, the award-winning portfolio managers at DFS Private Wealth provide exceptional wealth management expertise to high net worth families and businesses in Mississauga, Toronto, and Southern Ontario

If you think your financial picture or investment strategy could use a review, contact us today for a free consultation.

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