Trusted Estate Planning Services
Trusted Estate Planning Services
Ted Pollock CPA CA CFP
Ted Pollock CPA CA CFP
Every estate tells a story of hard work, family, and the choices you’ve made along the way. Our estate planning service focuses on creating a strategy that honours your wishes and reduces stress for your loved ones. From updating wills to structuring family business transitions, we create practical plans that protect your wealth long after you’re gone.
Every estate tells a story of hard work, family, and the choices you’ve made along the way. Our estate planning service focuses on creating a strategy that honours your wishes and reduces stress for your loved ones. From updating wills to structuring family business transitions, we create practical plans that protect your wealth long after you’re gone.
Create a Plan That Protects Your Legacy
Create a Plan That Protects Your Legacy
A strong estate plan starts with understanding your full financial picture. We work closely with you and your legal advisors to ensure that every part of your plan, from wills and trusts to corporate structures, is aligned with your goals. We help clients:
A strong estate plan starts with understanding your full financial picture. We work closely with you and your legal advisors to ensure that every part of your plan, from wills and trusts to corporate structures, is aligned with your goals. We help clients:
Review wills, trusts, and beneficiary designations to ensure they’re up to date and tax-efficient
Review wills, trusts, and beneficiary designations to ensure they’re up to date and tax-efficient
Review wills, trusts, and beneficiary designations to ensure they’re up to date and tax-efficient
Coordinate with lawyers and financial planners to align estate and tax strategies
Coordinate with lawyers and financial planners to align estate and tax strategies
Coordinate with lawyers and financial planners to align estate and tax strategies
Clarify how assets such as real estate, business shares, or investments will be distributed
Clarify how assets such as real estate, business shares, or investments will be distributed
Clarify how assets such as real estate, business shares, or investments will be distributed
Identify opportunities to simplify estate administration and reduce the tax burden on heirs
Identify opportunities to simplify estate administration and reduce the tax burden on heirs
Identify opportunities to simplify estate administration and reduce the tax burden on heirs
Plan for Family and Business Succession
Plan for Family and Business Succession
For many of our clients, estate planning also involves preparing the next generation to take over a family business or farm. Ted brings decades of experience in succession strategy and intergenerational planning to help families transition smoothly. We can help you:
For many of our clients, estate planning also involves preparing the next generation to take over a family business or farm. Ted brings decades of experience in succession strategy and intergenerational planning to help families transition smoothly. We can help you:
Develop a succession plan that balances family relationships with financial realities
Develop a succession plan that balances family relationships with financial realities
Develop a succession plan that balances family relationships with financial realities
Use estate freezes and share structures to transfer ownership tax-efficiently
Use estate freezes and share structures to transfer ownership tax-efficiently
Use estate freezes and share structures to transfer ownership tax-efficiently
Apply the capital gains exemption to eligible small-business or farm property
Apply the capital gains exemption to eligible small-business or farm property
Apply the capital gains exemption to eligible small-business or farm property
Manage buy-sell or shareholder agreements that protect both current and future owners
Manage buy-sell or shareholder agreements that protect both current and future owners
Manage buy-sell or shareholder agreements that protect both current and future owners
Each plan is tailored to your unique family dynamics and financial goals, ensuring fairness, clarity, and long-term stability.
Each plan is tailored to your unique family dynamics and financial goals, ensuring fairness, clarity, and long-term stability.
Reduce Tax and Protect Family Wealth
Reduce Tax and Protect Family Wealth
We take a proactive approach to tax and estate integration, helping you make strategic decisions now that can save your beneficiaries time and money later. That means reviewing how your investments, insurance, and real estate holdings interact with your estate — and planning for liquidity to cover any final tax obligations.
We’ll also help you consider tools such as insurance for estate equalization, trusts for asset protection, and charitable giving strategies that reflect your personal values while optimizing tax outcomes.
We take a proactive approach to tax and estate integration, helping you make strategic decisions now that can save your beneficiaries time and money later. That means reviewing how your investments, insurance, and real estate holdings interact with your estate — and planning for liquidity to cover any final tax obligations.
We’ll also help you consider tools such as insurance for estate equalization, trusts for asset protection, and charitable giving strategies that reflect your personal values while optimizing tax outcomes.
Related Services
Explore additional areas of expertise that complement your estate plan:
Retirement Planning
Retirement Planning
Integrate your estate and retirement goals for a seamless transition
Integrate your estate and retirement goals for a seamless transition
Investment & Business Valuation Advisory
Investment & Business Valuation Advisory
Understand the true value of your assets before transfer
Understand the true value of your assets before transfer
Corporate Tax & Incorporation
Corporate Tax & Incorporation
Ensure your business structure supports future succession
Ensure your business structure supports future succession
Let’s Talk
Whether you’re updating your will, planning to transfer a business, or simply want to organize your affairs, we’ll help you build an estate plan that protects what matters most.
Let’s Talk
Whether you’re updating your will, planning to transfer a business, or simply want to organize your affairs, we’ll help you build an estate plan that protects what matters most.
Let’s Talk About Your Retirement Goals
Whether you’re updating your will, planning to transfer a business, or simply want to organize your affairs, we’ll help you build an estate plan that protects what matters most.