Wealth and estate
Estate and will planning
Plan the transfer of your assets and your business.
Estate and will planning
For an entrepreneur, estate planning often involves much more complex issues than simply transferring personal assets.
Shares in a company, real estate, investments and other assets can have significant tax consequences upon death.
Partenariat Fiscal assists Quebec entrepreneurs and business families with their estate and will planning, in collaboration with other relevant professionals when necessary.
The goal is to anticipate the tax consequences and prepare a transfer consistent with your wishes.
On this mandate
Questions about Estate and will planning
- Do you do estate planning?
- Yes. We assist business leaders and owners in their succession planning to anticipate the tax consequences related to the transfer of their assets and business interests.
The other mandates in “Wealth and estate”
Contact details
Let’s talk about estate and will planning
A first conversation at no charge, to pin down the need and tell you frankly whether this is the mandate that applies.
- [email protected]
- Phone
- 418-800-1577
- Hours
- Monday to Saturday: 8:00am to 6:00pm
- Territory
- Province of Quebec
Write to us
We reply within one business day.