Estate Planning and Estate Administration2018-10-09T13:46:52+00:00

Estate Planning and Administration

Planning and Administration

Estate planning is an analysis of your personal financial situation and a discussion of how your assets are to be distributed on your death.

Wills and Powers of Attorneys are two of the tools used to accomplish the goals of estate administration.

Other tools are life insurance, beneficiary designations on RRSPs and RRIFs, TFSAs, jointly held property, domestic contracts, trusts.

Estate Planning helps ensure that your assets are distributed to the right people after your death in accordance with your intentions and, reduce, where possible, your estate’s potential tax liabilities upon your death and protect your assets if you should become disabled.

Peggy Golden has been helping generations of people with their Estate Planning and Administration. She will work with you and your financial advisors to put in place the plan that best suits your needs.

Contact Peggy Golden and Golden Law Office and see how we can help you.

Estate Administration

Upon the death of your loved one, let Golden Law Office assist you with finalizing the affairs of the Estate. We understand that personal loss is a sensitive and often a stressful time and promise that we will help support you with the important legal technicalities that you will face.

We will meet with you to review the steps necessary to ensure a smooth transition of the assets of the deceased to the intended beneficiaries.

If it is necessary to make application to the Ontario Superior Court of Justice for a Certificate of Appointment of Estate Trustee (with or without a Will), we will prepare all necessary documentation for the Estate Trustee to sign and we will file the documentation on your behalf.

We will continue to assist you once the Certificate of Appointment has been issued to liquidate and transfer assets in accordance with the terms of the Will.

Contact us today for more information – click here for our easy contact form our call us on 519-738-4111.