Cross-Border Estate Planning
US citizens living in Canada and Canadians with US property or accounts need plans that work under both systems.
The dual-licence advantage →Wills, Trusts & Powers of Attorney
Personalized Ontario estate planning: wills, trusts, POAs for property and personal care, drafted for your family, not from a kit.
Start your plan →Asset Protection
Structures intended to reduce your exposure to future claims and creditors. The planning has to be done well before a problem is in sight. Done late, a transfer can be unwound by a court.
Discuss your exposure →Probate & Estate Administration
Certificates of Appointment, small-estate certificates, Estate Information Returns, and administration guidance for executors.
Help with an estate →Why "Stability" belongs beside "Mobility"
Most of our immigration clients build new lives in Canada: new homes, businesses, and families, often with assets and relatives on both sides of the border. The Stability practice exists for exactly that moment: once you can stay, protect what you're building. New permanent residents need Canadian wills. Cross-border families need plans both countries respect. Business owners need structures that survive them.
General legal information, not advice. Asset protection and cross-border planning depend heavily on individual facts and on timing, and tax outcomes should be confirmed with cross-border tax professionals as part of any plan.