Estate Planning Services

It is difficult to lose loved ones and planning what will happen after you pass on is a delicate matter. At GenNext we take care to balance this sensitivity with the importance of helping you establish an effective estate plan resulting in an effective intergenerational transfer of assets. Transferring hard earned assets to your beneficiaries needs to ensure taxes and administrative fees are minimized and a desired control structure is maintained.

Our highly qualified team will support you with;
  • Retirement planning
  • Will planning & drafting
  • Estate and trust planning to support;
    • Income splitting tax strategies to transfer income to family members in lower tax brackets;
    • Maintaining control of your corporation and its assets while passing on future growth to family members; and
    • Effectively using estate freezes.