At Templeton Law we are pro-active about identifying planning and tax saving opportunities for you, your estate, and your beneficiaries. The cost of Estate Administration Taxes (probate fees) are also reviewed to ensure that savings strategies are not overlooked. We have expertise in both estate planning and tax planning. Our insight into both these areas of the law and our personal approach to identifying your needs and wishes, all combine to produce an effective estate plan that works for you and your family while holding the tax "bite" to a minimum. We also make sure that all your planning is co-ordinated so that the distribution of your estate both through your Will and through other mechanisms outside your Will produces the appropriate result, even as your circumstances change.

We also identify current planning strategies you and your family. If you own a business we provide succession planning and can advise on the significant tax planning opportunities that are available. The use of trusts set up during your lifetime, or in your Will, can be an effective way to reduce income taxes, or can provide protection for family members or particular assets.

Having your "affairs in order" can give you great peace of mind. However, a bigger benefit may be the legacy you leave behind: an orderly transfer of wealth to your beneficiaries that is set out in clear, valid legal documents that everyone can understand and respect. Leaving your affairs in disorder, or to the default provisions of provincial law, can cause not only significant delays and additional costs, but also be a burden to your loved ones precisely at the time they are grieving your loss and are least able to cope. A good estate plan is also some insurance against estate litigation, which is currently a growth industry.

• Tax Planning and Canada/US Cross-Border Planning
• Probate Fee Planning
• Business Succession
• Estate Administration
• Intergenerational Planning
• Advising Individuals and Business Owners
• Advising Executors, Trustees and Guardians
• Advising Financial Institutions and Professional  Organizations