Accountant in Mississauga, Brampton, Etobicoke, GTA, Ontario
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What our clients say

"Harpal Dharna and his associates have been my financial advisors for over 3 years, and thanks to Harpal's advice, my net worth has doubled in that time. Harpal is always available to discuss my financial situation and is patient and takes the time I need to explain financial matters, sometimes more than once!"     

By PATRICIA BALL
Bookkeeping, Accounting and Investment services in Mississauga, GTA, Ontario
     
 
Estate Planning


What will happens to your family finances when you die? Have you planned your assets for generations to come? What happen when you are unable to run your business?

Dharna & Associates helps you to plan your estate that can protect your family members, continue family business, save taxes, avoid conflicts between loved ones and achieve many other objectives. We will help you plan your succession effectively so that your surviving spouse and family are financially taken care. Furthermore, our plan will ensure that your estate pays the minimum income tax that will be due on the transfer of your business and other assets to your family. We will guide you in detail for complex process of getting your financial affairs in order. Our expert team can help prepare an estate plan, which identifies obstacles and opportunities.

Estate planning services that require our expertise include:

  • Wills and Multiple Wills
  • Power of Attorney
  • Estate Freezes
  • Estate Administration
  • Comprehensive Estate Planning
  • Trusts
  • Charities and Private Foundations

The most common goals in Estate Planning are:

  • To minimize income tax paid both during life and after death.
  • To achieve the greatest possible build-up of assets.
  • To direct how these assets will be distributed to the intended beneficiary(s) in the most effective way possible.
   
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