Estate and Retirement Planning

Making the decision to retire from active practice requires advanced planning to ensure that you are financially secure and able to enjoy your retirement.

At Tucker Professional Corporation, we will review various tax planning vehicles with you.  Vehicles such as Inter-Vivos and Alter Ego trusts, holding companies which are available for use in the appropriate situation to minimize tax and build a stable financial base over time to move you towards a retirement that is satisfying and financially secure.

The other essential purpose of planning is your estate, and what happens to it on your death. Once again, advance planning guided by a trusted professional advisor is the safest way to ensure your wishes are met. We would be pleased and honoured to be that advisor for you.