Estate Planning
At MacKenzie George & Company, we realize the importance of planning your estate in a manner that is tax efficient and that facilitates the succession of family assets to future generations.
As families grow and accumulate wealth, estate planning becomes increasingly more important. Various components of an estate plan include, but are not limited to:
- Powers of Attorney
- Executor appointments
- Allocation of assets
- Beneficiaries
- Family trusts
If there is a family-owned business involved, additional issues must be resolved, such as who will continue on the business once the present owners have passed away, do any of the beneficiaries have the capacity to successfully operate the business, should the option of selling the business be considered, etc⦠Many questions and issued will arise over the course of constructing an estate plan and can be satisfactorily addressed by our accountants.
There are a lot of decisions that need to be made as your estate plan comes to fruition. Our experience with estate plans enables us to confidently work with you to structure an estate plan that is both comprehensive and that meets your tax and planning needs.
MacKenzie George & Company takes satisfaction in the fact that clients are provided with financial information that is accurate and timely. We are trained to assist you in your efforts to realize the individual and corporate goals of our clients. Our office is located in south Vancouver, and we serve clients primarily in the lower mainland, including Burnaby, Richmond, and Surrey.
