Estate Planning

Servicing: Victoria, Oak Bay, Saanich, Uplands, and the University area.

We, at The Shipley Group, are a unique position to assist you with your estate planning. Since we have notaries on staff, we are very familiar with Will structures and their effect on the flow of money through an estate. Thus, we can help ensure that any funds pass to the beneficiaries with the best tax advantage possible. Estate planning encompasses many different areas, and can become complicated very quickly. What we can do is step back, look at the big picture, and suggest changes that can, hopefully, make the process simpler. If your needs exceed our expertise, we can refer you to other professionals to assist with designing the best possible plan.

Some common estate Issues:

• Capital gains on your final return
• RRSP/RIF management upon death
• What will happen with pensions?
• Do you need a trust?
• The effect of the Probate process on your estate
• Role of your executor