
Frequently Asked Questions
The cost will vary depending on the complexity of your situation and the specific services required. We offer transparent pricing and will provide you with a detailed estimate upfront so you can make informed decisions. We endeavour to provide flat fees where possible and appropriate. Sometimes the planning phase of your file may be charged based on the amount of time required to review documents and develop a plan that is suitable for you and your family, whereas the implementation phase (i.e., drafting and executing documents to put in place the contemplated plan) may be offered at a flat fee.
Some strategies may carry some level of risk. We will thoroughly explain the potential risks and liabilities of each option and work with you to develop a plan that mitigates those risks to the greatest extent possible. We always provide guidance and information so that you have sufficient knowledge in order to make an informed decision. At the end of the day, you make the final decisions about your tax and estate plan.
