For generations MacKay LLP has worked with Canadian clients to successfully handle estate planning and succession. Our accounting professionals are among the best in the industry and strive to ensure our clients benefit from up-to-date knowledge of accounting practices and applicable legislation.

We can recommend strategies to ensure that your wishes regarding your personal and private business assets are respected, benefiting the family, friends, and charities of your choice. Our goal is to plan effectively so that tax impacts are minimized so that your beneficiaries receive the maximum possible return on your wealth.

When advisable, we can create a trust designed to best meet the needs of your particular situation. Our trust planning services include:

• Keeping control of your assets while directing the incomes of those assets to your beneficiaries;
• Identifying tax planning opportunities, including income splitting; and
• Protecting your assets from creditors.

For more information on our expertise in estate planning and succession, please contact your local MacKay LLP office.