top of page

Estate Planning

Estate Planning

Looking beyond your own needs to consider your legacy to future generations, together we can design a financial and corporate structure that integrates with your overall estate plan whether transferring wealth to the next generation or to your charitable pursuits. Our team works with you to ensure that your wishes are carried out in the most effective and tax-advantaged manner possible, giving more to your beneficiaries and ensuring a smooth transition. Our professionals can help you review the key components of your

estate plan including your Will, powers of attorney, trust administration, corporate executorships, and the disposition and settlement of your estate. 

  • LinkedIn - White Circle
  • Twitter - White Circle

Site links

Terms & conditions

Privacy policy

Lilley_Leslie_Logo_for_Lilley_site.png

Disclosures

Legal notices

Community involvement

© Copyright 2019 Lilley Financial Group. All Rights Reserved.

The information on this web site is intended for residents of Ontario only. The use of email is not a secure medium and personal information should be transmitted by more secure means. Representing Canada Life and Quadrus Investments Services Ltd. Click here to view legal, copyright and trademark information.

**This website its contents and links are not intended to meet your specific individual investment or insurance needs and is not tailored to your personal financial situation. Nothing contained herein constitutes, is intended, or deemed to be – either implied or otherwise – investment advice. While the information herein is believed to be accurate and reliable it is not guaranteed or implied to be so. The information herein may not be complete or correct; it is provided in good faith but without legal responsibility or obligation to provide future updates. Neither Lilley Financial Group or its employees, nor anyone else, accepts any responsibility, or assumes any liability, whatsoever, for any direct, indirect or consequential loss arising from the use of the information on this site.  Please consult Lilley Financial Group or another trained professional before any investment or insurance decisions are made.**

cl-nr-brand-image2-en.jpeg
FPCanada_logo_tag_clr_pos.png
bottom of page