Questions & Answers

There are three distinct levels of Estate Planning:

1. "Ordinary" Wills for people with modest means — generally for persons or families with total assets (including real estate, investments, insurance and RRSPs/RRIFs/TFSAs) worth less than $500,000 (Gross Estate Value).
2. "Family Will" Planning is recommended for people who are comfortable and semi-affluent — generally persons or families who have accumulated assets (including real estate, investments, insurance and RRSPs/RRIFs/TFSAs) worth $500,000 to $5,000,000 (Gross Estate Value).
3. Estate Freeze for persons or families worth more than $5,000,000  who may require Family Trusts, Operating Companies, Holding Companies, etc.

Patrick Murphy's "Family Will" Planning Process is based on his unique, trademarked, Half-Tax Will^® Process specifically designed for comfortable, semi-affluent persons.

Families who want to Leave More to Family and Leave Less to the Tax Man.

Go to the "Starting is Easy" page that contains links to the InfoForm, "Family Will" Planning Process and the "Three Step Strategy for Your Estate Planning".
Submit your online InfoForm, call for a complimentary appointment if you have not heard from Patrick within 2 working days.

Many have signed their "Family Will"panning documents within one week!