Estate Planning

Estate Planning

You've worked hard to build your wealth ‐ which is why your estate planning strategy is an integral part of your overall financial plan. How do you want to distribute your wealth? What kind of legacy do you want to leave? What are the implications of these decisions?

Building wealth, preserving wealth and creating a plan to leave a legacy are critical matters for most individuals and companies. BVA's estate planning services are aligned with these goals in mind. BVA will work with you to develop a comprehensive estate plan that will help provide financial security, protect your business’ and family’s interest, and ensure that your estate will be transferred according to your wishes.

BVA will help you articulate your goals and develop a comprehensive estate strategy in order to reach your objectives. Drawing on our expertise, you'll be able to maximize the value of your estate by keeping your tax liability as low as possible.

The services that BVA offers can include:

  • Reviews of financial position
  • Planning for the future
  • Matrimonial property settlement (divorce)
  • Post mortem planning
  • Succession
  • Comparing insurance options
  • Retirement planning
  • Pre and post testamentary services
  • T3 filing (testamentary trust)

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Contact Burns Valkenburg

Head Office

101-2248 13th Ave SE
Medicine Hat, AB T1A 8G6

Phone: 403‑527‑8114

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MEDICINE HAT HEAD OFFICE

Burns Valkenburg & Associates LLP

#101‑2248 13th Avenue SE

Medicine Hat, AB Canada

T1A 8G6

Phone: 403‑527‑8114

Fax: 403‑526‑0908

SERVICE AREA

Medicine Hat
Brooks
Bow Island
Maple Creek
Oyen
Foremost

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