Estate planning is an ongoing process. It maximizes your property during your lifetime, and provides an effective transition of your business assets to your heirs.

Estate planning goes hand in hand with tax planning. Craig Zawada is a graduate of the Canadian Institute of Chartered Accountants' In-Depth Tax Course. He gives tax advice on rollovers, estate freezes and other techniques to minimize the impact of taxes on your estate. Derrek Fahl is experienced in retirement, succession and estate planning.

Wills are an important part of the estate planning process. Whether your needs are straightforward or complex, we can help you make the right choices. We can also assist with Powers of Attorney and other specialized tasks, including family trusts.

The administration of an estate can be a difficult task for the surviving family. We will provide the level of assistance required, from general advice to complete preparation and filing of probate materials.

Call Craig, Derrek or Marilyn Penner to assist you with your needs.