Estate Planning Services with a Personal Touch
Proper estate planning protects your legacy while doing a number of very important things…
It minimizes the financial and emotional stress of your surviving family members and spouse while reducing your tax burden and ensuring more of your assets are available for dispersal.
Since estate planning requires a conscious acknowledgement of one’s mortality, it is often overlooked or ignored.
While this is completely understandable, it is not advisable.
The only beneficiary of improper (or no) planning is the Canada Revenue Agency.
Do you really want the accumulated assets of a lifetime of hard work to be dispersed to the tax man?
I think not.
We’ll work with you to develop a complete plan that identifies your goals, assesses your resources, minimizes your tax burden, and develop suitable strategies for implementation. We’re happy to help with estate administration if it’s a need you require.
Protect your family and loved ones by planning ahead with proper estate planning!
Serving Belleville, Trenton, Quinte West, Picton and Area with Professional Estate Planning Services since 1994!
For over two decades we’ve been here all year round to address all your estate planning needs. Whether you have the simplest needs or the most complex, it makes no difference…
… You always get the same friendly, personal and professional service!
Plus…
This is what we do all year ’round.
In other words, we’re here for you if and when you need us.
Contact us today and let’s talk today about how we can put your mind ease and remove the stress from estate planning.
You can call us directly at 613-962-6356 or email us here!
Neil and the Nicholson Tax Group truly understand how difficult Estate Planning can be. They were professional and sensitive. This was a difficult time for the family but Neil took the time to explain all our options. We highly recommend the Nicholson Tax Group for your Estate Planning needs.
Located at 29 Pinnacle St, Belleville, the Nicholson Tax Group has served Belleville, Trenton, Picton and the Quinte West area with professional tax filing and tax management services since 1994!