It’s the perfect time to secure your short and long-term financial goals.
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Mount Royal Block Suite 290, 815 - 17th Ave SW Calgary, AB T2T 0A1
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Ten O Eight believes that legacy planning encompasses much more than the mere distribution of assets. It is about securing the future of loved ones, preserving one’s values, and assuring that the credit of a life well lived positively impacts generations to come.
We offer a full array of legacy planning services, all of which are crafted to truly reflect your specific wishes and priorities. Together, we develop customized strategies to keep your wealth safe, your family interests protected, and your own unique story honoured. This includes everything from preparing complex estate plans to charitable trusts and succession planning. Everything is executed with the utmost care and precision and always with an added dimension of reverence for your vision.
You can have complete peace of mind with Ten O Eight as your trusted partner, knowing that your legacy will be preserved as per your wishes.
Legacy planning services are a holistic approach. They take into consideration the entire estate, finances, and even personal wishes of an individual. Unlike conventional estate planning that primarily focuses on how to distribute property, legacy planning delves deeper into almost all qualitative facets of the legacy, which may include:
Tailoring legacy planning services to your specific needs and situations leads to a customized and effective plan.
The Legacy Planning in Canada is very Important
Canada’s legacy planning is much needed since the nation has its own unique juristic and tax landscape. The absence of a specialized plan has seen many loved ones face financial and legal challenges. Here are a few reasons why legacy planning is something to take up on a proactive basis:
You can adequately face all these challenges while enjoying the services of professional legacy planning. Such a legacy plan not only preserves your wealth but also keeps your wishes safe and admits future generations.
At Ten O Eight, we recognize that legacy planning is more than wealth transfer; it is about preserving your values, safeguarding your family’s future, and creating a long-lasting impact. Our all-encompassing suite of services embraces every aspect of your legacy, thus ensuring that your wishes are honoured across generations.
From wills to trusts and powers of attorney, we will keep you guided through all areas of estate planning. We will help ensure that your property will be distributed according to your wishes, leaving a lighter burden for your loved ones.
We custom design strategies aimed at reducing the tax burden on your estate. We use mechanisms like trusts, charitable giving, and other tax-efficient strategies to help ensure you keep more of your wealth for your beneficiaries.
We partner with you to create charitable giving strategies with purpose. Whether that be through a foundation, an endowment, or a direct donation, we make sure that your giving aligns with your overall legacy plan for the greater social good.
An extremely important task for business owners is succession planning. Our services include advice on such things as transfer of ownership, continuity of leadership, and preservation of wealth to ensure successful transitions and that your business continues to prosper.
We support families in drafting constitutions and governance structures bolstering effective decision-making, hence ensuring the family wealth is managed prudently and shared values are carried forward into the coming generations.
Your stories, values, and lessons learned from a very integral part of a legacy. We facilitate you to get these recorded and documented for a treasured personal memoir for generations to come.
Ten O Eight will help you in leaving a legacy that best represents your life achievements, values, and vision.
We understand that legacy planning is not just about document preparation. It is about preserving your values, your successes, and your envisioned future for your descendants. Herein lies the unique character of legacy planning services.
Each legacy is unique in the sense. Our services are appropriately tailored to honour your values, aspirations, and family dynamics. Thereby ensuring that every detail reflects what is most important to you.
The team handles old but seasoned professionals blessed with deep expertise in estate law, tax strategizing, and family governance. With years of experience behind them, advice gives strategic and sensitive attention to legacy planning's complexity.
We know legacy matters are cut right in very personal ways, so we maintain the highest standards of discretion and protect your privacy, handling all things with utmost respect and professionalism.
Legacy planning involves everything from document preparation to devising memoirs and letters addressed to loved ones, so we attend to every aspect of the legacy planning process, making things as seamless and thoughtful as possible.
Legacy planning is not a single-time task; it is a lifetime voyage that grows and evolves with your ever-changing personal circumstances and goals. Whenever something changes in your life—marriage, child born, acquisitions of new assets, or any other milestones—your legacy plan must change accordingly to keep being helpful and relevant. Regular reviews and timely changes ensure your plan corresponds to your current wishes and is within the latest legal standards.
At Ten O Eight, our commitment is to continue supporting you with diligence and professional advice along every step of the formation and execution of your legacy plan. Our knowledgeable team partners with you, looking ahead to changes, and new needs, and making fine-tuning adjustments to your plans to protect what means most to you.
With us, you can arrange to see your legacy flourish just as you intended, providing for generations with assured security and peace of mind.
Contact us (587-319-2701) for a custom-made legacy planning consultation.
An estate plan is centred around the distribution of property following death, while legacy planning has a larger worldview-i.e., values, philanthropic wishes, and family governance.
As soon as you have assets of any kind and/or dependents to be considered, legacy planning should commence. Doing so early legitimizes your wishes while leaving them open to change.
Strategies of sound legacy planning can help reduce tax liabilities, thus saving more wealth for your heirs.
A family constitution shall lay down the guidelines for fostering the values, vision, and governance structures through which family wealth and business interests would be preserved over a lifetime.
We enforce strict confidentiality protocols, which imply that all personal and financial data shall be handled with utmost discretion.
For sure. We can assist you in framing charitable donations in line with your philanthropic targets and accompanying tax benefits.
When you die without a legacy plan, your estate will be distributed according to the law of your province, which may not be what you wished personally and may lead to quarrels between heirs.
Legacy planning is a blessing to everyone, rich or poor. It simply ensures that one's wishes are honoured and loved ones cared for.
Yes, Ten O Eight actively sees to it that the documents for your legacy planning conform to law in Canada and will therefore be valid in your province of domicile.
Trusts are valuable aids in legacy planning. They protect many assets, manage distributions to reduce taxes and increase the likelihood of providing privacy.
It’s the perfect time to secure your short and long-term financial goals.
Mount Royal Block Suite 290, 815 - 17th Ave SW Calgary, AB T2T 0A1