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Services

Estate Planning

Estate planning is the process of managing and organizing one's assets, including property, investments, and personal belongings, during their lifetime and after their passing. Through estate planning, individuals can determine how their assets will be distributed to their beneficiaries, minimize taxes and fees, and ensure their wishes are carried out.

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While estate planning can be complex, it is an important step for individuals who wish to protect their assets and ensure their loved ones are taken care of after they pass. A comprehensive estate plan may include a will, trusts, power of attorney, and healthcare directives. By taking the time to create an estate plan, individuals can gain peace of mind knowing that their affairs are in order and their loved ones are provided for according to their wishes.

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In Ontario, estate planning is particularly important due to the province's complex legal system and the potential for high taxes and fees upon death. Without a comprehensive estate plan, an individual's assets may be distributed according to Ontario's succession laws, which may not align with their wishes. Additionally, taxes and fees can significantly reduce the value of an estate, leaving less for loved ones. By working with an estate planning lawyer, individuals can navigate Ontario's legal system and create a plan that reflects their unique needs and preferences.

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Overall, estate planning is an important step for anyone who wishes to protect their assets and ensure their loved ones are provided for after they pass. While it may be daunting to consider one's mortality, a well-crafted estate plan can provide peace of mind and security for both the individual and their loved ones.

Estate Planning Services: 

  • Last Will and Testament 

  • Codicils

  • Power of Attorney (Property) 

  • Power of Attorney (Health Care) 

Emily can provide valuable guidance on creating a comprehensive estate plan that reflects your unique needs and preferences. She understands the complexities of estate planning, including tax implications, potential challenges to the will, and distribution of assets. Emily is committed to ensuring her clients' interests are protected, and she works diligently to create a plan that minimizes taxes and fees while ensuring your wishes are carried out. Whether you're just starting to plan your estate or need to update an existing plan, Emily can provide the expertise you need to navigate the complex legal requirements of estate planning in Muskoka.

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