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Estate planning

Estate planning is more than a will

A will is a starting point, but it can’t be the whole strategy.

Proper estate planning connects everything.

How your assets are structured today
How they transfer across generations
How tax is managed at each step
How your family is supported along the way

Preserve more of what you’ve built

Tax is one of the biggest risks to your estate.

And it often goes unnoticed until it’s too late.

That’s why we plan ahead. We help to:

Manage capital gains exposure before it becomes a problem
Use trusts and structures where appropriate
Create liquidity so assets don’t need to be sold under pressure
Align your estate with your overall financial strategy

Estate planning for business owners

For business owners, estate planning has to account for more than personal assets.

Your wealth may be tied to your corporation, retained earnings, shareholder agreements, business property, insurance, family members, and a future sale or succession plan. If those pieces are not connected, your family may be left with tax issues, liquidity concerns, or decisions they are not prepared to make.

We help you think through what happens to the business if something happens to you.

That includes:

How ownership would transfer
How your family would access liquidity
How tax would be managed
Whether insurance is needed to protect the estate
How business succession connects to your estate plan
How your lawyer, accountant, and advisory team stay aligned

A connected approach that covers everything

You shouldn’t have to manage this alone.

We act as the connector by:

Bringing together legal, tax, and financial planning
Eliminating gaps between strategies
Keeping everything aligned with your goals
Making complex decisions feel manageable

Estate plan flexibility

Your estate plan needs the flexibility to change.

We make sure that it does. We can help:

Adjust your plan as your family changes
Support you through major life events
Ensure your plan stays relevant over time

A legacy with lasting impact

At Gaylor Tachauer & Associates Private Wealth Management, we create an estate plan to fit your specific needs, no matter what they are.

When your estate plan is built properly:

your family knows what to expect
your tax exposure is reduced
your assets transfer efficiently
your legacy is clear and intentional

We help turn wealth into security, structure, and lasting impact. Reach out today to discuss building your legacy the right way.

What's your plan?

We can help you enjoy your wealth today as we help you prepare for the future.

Your wealth represents your life’s work: your business, your investments, your properties.

Now you’re wondering how it gets passed down to the next generation.

Because without a plan, things can easily slip through the cracks.

Taxes reduce what your family actually receives, and your assets could get distributed in ways you didn’t intend. Decisions will fall on your loved ones at the worst possible time, and clarity might disappear when it matters most.

That’s where we come in.

Based in Etobicoke, serving GTA West including Mississauga, Oakville, Burlington, and Hamilton, and working with clients across Ontario, we build estate planning strategies that turn intention into structure.

Contact

Gaylor Tachauer & Associates
416-645-5191
GaylorTachauer@igpwm.ca

IG Wealth Management Inc.
Mutual Fund Division

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Location

401 - The West Mall, Suite 100
Etobicoke, ON M9C 4Y5

_{Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.}

_{Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and arranged by nesto inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.}

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