( 604.685.9843 (DT) | ( 604.903.6655 (WV) | * info@bbagroup.ca

Tax Planning, Estate and Succession Planning, Asset Protection

No matter the size of your estate or the vision you have for your business’ future, our professional accountants can help ensure that your estate, and your legacy, are well protected.

Having a clear plan in place for your assets, succession and estate is invaluable. Of course, there is always a chance that unforeseen circumstances might arise that disrupt your succession plan. Likewise, unanticipated situations might cause your plans for your estate to come into question. However, at BBA Accounting, we help identify potential problems and suggest ways to protect your assets and your legacy.

At BBA Accounting Group, our professional chartered accountants will work with you on a personal level to get to know you, your family, and your unique situation. We will build a relationship with you so that we are in a position to anticipate problems before they occur.

Our experienced accountants have worked with businesses and estates that are structured in countless ways, and customize each plan for the situation at hand. We want you to have the peace of mind you deserve, and to be able to enjoy the success you have created.

Some of the questions we might ask include:

  • Do you plan to eventually sell your business?
  • Do you want to include family members in the ownership of the company?
  • If you already have family owning portions of your company, are you concerned about a potential marriage breakdown?
  • Do you own the commercial real estate that you operate from?
  • Do you have children over the age of 18?
  • Do you feel that parts of your will may be contested after your death?
  • Do you have a plan for the taxes that will be due upon your death?
  • Do you hold a significant amount of investment assets in your operating company?

 

These questions and the honest, confidential answers you provide will help us find ways to protect you. Having a reliable plan in place to protect your assets and ensure that your estate and succession go in the direction you have in mind will allow you to enjoy your life without worrying about what will happen in the future.

If you are interested in ensuring that your assets and legacy are protected, contact us. Our team has two offices to conveniently serve you. We can be reached in downtown Vancouver or West Vancouver and our team offers a range of services. We look forward to hearing from you soon.

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