Helping You And Your Family Plan For The Future

With the complexities involved in estate planning, I help individuals and families understand their options and plan for their futures. Considering that this area of the law can be highly technical and involves several legally dense documents, I aim to provide assistance that makes the estate planning process clear, concise and efficient.

In doing so, we will discuss your objectives and what you feel is of value to you and your family. I will explain these matters to your satisfaction and enlighten you as it relates to the legal aspect of your concerns. Based on your needs and requirements, I will gladly prepare all relevant paperwork needed for your estate plan, which may include any of the following:

  • Wills: A will dictates what happens to your real property and assets after your death. We will take inventory of your assets and discuss any possible disputes within your family and how to avoid them. Where possible, we will also try to minimize taxes and fees that your family may have to pay.
  • Trusts: Depending on your family and your assets, it may be a good idea to set up a trust. We will discuss different kinds of trusts that you can set up.
  • Powers of attorney: A power of attorney appoints someone to represent your interests if you ever become incapacitated or unable to make decisions about your own health, personal care or finances. You can also provide specific guidance as to the scope of your representative's responsibilities.

In addition to the paperwork, we will discuss vital issues such as:

  • Business succession: If you own a business, we will discuss your plans for it after you are no longer running it. This may involve talking about your plans for retirement and possible sale of the business.
  • Representatives: You will need to choose family members or trusted friends to act as administrators of your estate, or to be given power of attorney over your health or property. We will discuss who to choose and how to inform them of their duties.

In addition to acting on your behalf in completing the judicial process, I will also make sure that your family is well represented should an unfortunate event arise.

Contact Barry W. Switzer, Barrister, Solicitor, Notary Public

Get help from an experienced wills and estates lawyer by calling my office in Aurora at 905-727-9488. You may also contact me by email for more information or schedule an appointment.