Will & Estate Planning
Comprehensive Strategies for Every Stage of Life
Secure Your Legacy with Oasis Wealth Design
Planning for the future is essential, especially when it involves the ones you love. At Oasis Wealth Design, we specialize in will and estate planning services tailored for high net worth individuals, retirees, retirement planners, and families. With our expertise, you can ensure your assets are managed according to your wishes, providing peace of mind for you and your loved ones.
Ready to plan your succession?
We have a deep understanding of the nuances of estate planning in Ontario, allowing us to craft strategies that comply with local laws and regulations. Whether you’re selecting an executor or setting up a trust, our knowledge ensures your estate plan is executed seamlessly.
Secure your legacy with Oasis Wealth Design. Contact us today to schedule a consultation with one of our expert financial advisors. Together, we’ll create a comprehensive plan that not only safeguards your wealth but also honors your wishes for generations to come.
30+
YEARS OF
EXPERIENCE
Why Choose Oasis Wealth Design?
Tailored Solutions
We understand that no two estates are alike. Our team works closely with you to design an estate plan that reflects your unique circumstances and aspirations.
Expertise & Trust
- We have a proven track record in estate planning and wealth management, giving you confidence in our ability to protect your interests.
Focus on Family
We prioritize your family’s well-being, ensuring your estate plan considers their future needs and challenges.
Healthcare Directives
Setting up living wills and healthcare powers of attorney to ensure your medical preferences are honored.
Financial Advisor Consultation
Providing ongoing advice to ensure your estate plan aligns with your financial goals is crucial. We carefully review your assets, assess potential tax implications, and adapt to any life changes, ensuring that your estate plan remains effective and reflective of your aspirations for the future.
Start Crafting Your Legacy Today
Our Comprehensive Estate Planning Services
Wills & Trusts Formation
Drafting and establishing legally sound wills and trusts that accurately reflect your intentions and ensure your assets are distributed according to your wishes. This process involves careful planning and attention to detail, ensuring all legal requirements are met to provide peace of mind for you and your beneficiaries.
Executor Services
Assisting with the selection and responsibilities of an executor of the will and executor of the estate is an important step in estate planning. This involves choosing a trustworthy individual or entity to manage and distribute assets according to the decedent’s wishes, ensuring that all legal obligations are met, debts are paid, and beneficiaries receive their inheritances as intended. The executor must be diligent, organized, and capable of handling financial and administrative tasks efficiently.
Asset Protection
Explore strategies to effectively safeguard your wealth from potential liabilities and excessive taxation. By implementing robust financial planning, asset protection techniques, and tax-efficient investment strategies, you can ensure the preservation and growth of your assets while minimizing risks and tax burdens.
Succession Planning
Ensuring a seamless transition of business interests and leadership.
- Are you ready to take your financial future into your own hands? Our dedicated team at Oasis Wealth Design is here to guide you every step of the way. From strategic planning to execution, we will stand by you as your trusted advisors, helping you build a portfolio that reflects your financial aspirations and personal values. Get in touch with us today to learn more about how we can assist you in achieving your wealth management goals.