Bookman Law Professional Corp. — Estate Planning — Estate Law
Bookman Law is built upon the fundamental values of compassion and respect.
At Bookman Law we treat every unique estate planning case with the same meticulous attention to detail and care.
Leading Estate Planning
Bookman Law is recognized as a leading family and estate planning firm in Ontario. Our lawyer’s broad range of experience in all areas of estate law positions us well to provide our clients with highly competent, goal oriented support.
Estate Planning Needs
Estate planning at its most basic involves matters of the will. A proper estate plan ensures that your loved ones will be cared for should something happen to you. Estate planning is an important piece of your personal wealth management and ensures that your money goes where you want it to.
Bookman Law is experienced in assisting clients in planning the passing of their estates to the next generation or to relatives, friends and charities.
We will assess your portfolio and provide recommendations to craft the best estate plan available to you.
Common Estate Planning Issues
Whether your issue involves:
- Simple Wills
- Probatable and Non-Probatable Wills
- Complex Trusts
- Henson Trusts
- Special Needs Trusts
- Estate Freezes
With Bookman Law, you will have the best legal counsel at your side.
Whatever your needs are, we have what you require to put the perfect plan in place. We will sit down with you and take the time to ensure that you have the best plan available.
Take advantage of Bookman Law’s years of experience in creating workable and affordable estate plans.
A message from Steven Bookman
“Laws and guidelines regarding estate planning can be surprisingly hard to find. My firm has had the pleasure of helping hundreds of individuals take control of the future of their estates. At Bookman Law we are always trying to make the process more transparent.
This page is meant to serve as an estate planning FAQ. We have tried to cover the most pressing questions but please don’t hesitate to reach out with any questions I have missed.
If you or someone you know could benefit from a free consultation regarding estate planning, please click here to fill out a free consultation form.”
This is what we specialize in. Don’t hesitate to pick up the phone and call – we are here to support you, no matter your situation!
Estate Planning Law: Frequently Asked Questions Answered By Top Lawyers
Basic Estate Planning
What is estate planning?
When an individual passes away, their assets and liabilities must be passed on to another person or institution. Estate planning determines the future of the individual’s assets such as their home, life insurance, employee benefits, investments, businesses, retirement assets and other property in the event of death or disability.
What is the purpose of an estate plan?
An estate plan can help:
- Make sure that the people and causes you care about will be looked after
- Ensure there is a plan in place to minimize potential estate taxes and settlement costs.
- Potentially defer taxes that are payable at death
- Reduce probate fees
- Establish ownership of jointly-owned property, bank accounts, and investments
- In certain cases, establish trusts that may have tax advantages and preserve family property such as a home, cottage, or business
You don’t have to go through this alone – request a free consultation and leave the rest up to us.
Wills
Should I have a will?
Most likely. In almost every situation, all adults should have a will and review it at least every three to five years.
Do I have to update my will?
Major life events could impact your will. For example, a birth or death of a family member or a change of marital status in your family. Among other things, these could be reasons to update your will.
Can you help me with my estate planning?
Of course! This is our expertise. If you are not sure what to do next, simply request a free consultation with one of our experienced lawyers. There’s no obligation, and you’ll have the information you need to make an educated decision.
