Estate Planning
Estate planning can best be described as the growth management and preservation of one's assets, with provisions for the most cost effective and least complicated transfer of those assets to one's heirs. Without appropriate estate planning, you may have little or no say in who inherits your money, your family may have to pay taxes, and probate could be more complicated and time consuming than is necessary.
The most common tools in estate planning are wills, trusts, powers of attorney, and living wills. Other specialized tools may be used to avoid unnecessary probate. We work with our clients, their lawyers and insurance professionals so that they know which steps are available and help them implement the steps, such as alter ego trusts, family trusts and charitable planned giving that they choose.
"I was in the banking business for 20 years and worked with accounting firms of all types and sizes. When I made a career change 10 years ago one decision that was very easy to make was to use a local CA firm. I had seen first hand the importance of receiving personal, uninterrupted accounting and financial advice."
Jean Jacques Normand
President, Plaza Chevrolet
Pontiac Buick GMC
"We appreciate the level of service and attention a local firm provides, and the knowledge that as we grow, they have the backing of the AC Group association to grow with us."
Peter MacWilliam CA
VP Finance, Brunswick Valley Lumber Inc.
“Independent Insurance Brokers understand the value of supporting the community where we make our living. So our Company made a decision to contract out services to "local" rather than "out of town" suppliers, provided that the quality, dependability and value aspects were at acceptable levels. McIsaac Darragh Chartered Accountants were one of the first firms contacted in this regard and since 1989 have provided tax and accounting services that matched and bettered the above criteria. As a company we are very happy to be in partnership with a local firm who can be contacted quickly if the need should arise and will respond rapidly and in a totally professional manner to give correct advice at the right time. McIsaac - Darragh have grown with us and share in our success.”
Garry Stack
President, Archway Insurance
