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Estate planning

Inter-generational estate planning helps you to honour your obligations, provide a legacy for those you love and contribute to Society, with such questions as:

What key factors does your legacy encompass?
Do you have a sense of allocation amongst Family, Philanthropy & Community?
Should you/ have you started a Family conversation?
Does your Family embrace financial literacy?
How best to encourage responsible, generous & productive vs entitled heirs?
How much money/property should you leave and when?
Having worked a lifetime to build an estate; how best and tax efficiently to first preserve and then redirect it?

Get industry news and insight from the Etherington Generations team and some of the country’s best business minds.

See our latest insights at trustedadvice.teg.ca

Offices

23 Lesmill Road, Suite 400
Toronto, ON
M3B 3P6
416-481-5630
Monday - Friday
8:00 am - 4:00 pm
or by appointment

Downloads

Service overview
Corporate benefits overview
Legacy planning overview

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