Ottawa Accounting Firm Advising on Estate, Financial & Succession Planning

Planning an estate is something many people perceive with dread, and often involves sorting through complex financial arrangements, compounded by strong emotions and complicated family dynamics. It’s a task people tend to avoid, but once completed, will provide you with a sense of accomplishment and security, knowing you have done all you can to provide for your loved ones and ensure the legacy of your business interests into the future.

At McCay Duff LLP in Ottawa, our financial professionals have decades of experience working with clients to develop estate plans that meet their individual needs, no matter how complex. We offer a team with a diverse array of experience and expertise, and often collaborate when necessary to provide clients with a full picture of their financial status and a plan to meet their future goals.

Secure Your Future with Trusted Advice from a Team of Ottawa Tax Professionals

With our intimate knowledge of the Canadian and U.S. tax systems, McCay Duff LLP is the perfect choice for your estate, financial, and succession planning needs. We work with clients to assess their various financial holdings and find personalized solutions to structure their estate plan with an eye to minimizing the financial obligations on their estate and their loved ones.

Business Succession

Thinking of selling your business or transferring it to the next generation? We can help plan for the future and minimize the taxes you and your successors pay. We also have an exceptionally skilled business valuation team who can work in tandem with our financial professionals to complete a comprehensive analysis of your business holdings in the preparation of your succession plan.

Estate Planning

We can advise you in the preparation of your Will to ensure you minimize both the fees associated with obtaining probate and the taxes paid by the estate and its beneficiaries. For clients with tax obligations or financial interests in the U.S., we have considerable experience handling personal tax matters across the border.

We can also help with:

  • Family Trusts;
  • Testamentary Trusts;
  • Alter-ego Trusts;
  • Disability Trusts;
  • Net-worth Statements; and
  • Financial Planning for Retirement.

Contact McCay Duff LLP in Ottawa for Innovative and Custom-Tailored Estate Planning Solutions

McCay Duff LLP, in collaboration with legal and financial planning professionals, can effectively assist you with your estate, financial and succession planning needs. Early and effective planning assists in minimizing taxes and ensuring all compliance requirements are met.

Contact us today to enjoy the benefits of having estate, financial and succession planning specialists on your side. To learn more about how McCay Duff LLP can assist you with your estate planning and business succession needs, please contact us online, or by telephone at 613-236-2367 or toll-free at 1-800-267-6551.