A & N Accounting is a full-service accounting and financial advisory firm offering comprehensive estate planning services for individuals and families. Our team is dedicated to helping clients build strong, future-focused estate plans that are clear and compliant. With a comprehensive approach that blends financial planning, tax strategy, and legal structure, we guide clients through every step of organizing, protecting, and preparing their assets for the next generation. This combination of expertise is rare, yet essential, for estate planning in Mississauga.
As trusted estate planning accountants and CPAs, we design personalized, compliant plans that honour your wishes while reducing risk and preserving long-term value.
Let’s Work Together
A & N Accounting creates fully customized estate planning solutions that align with your financial goals, family priorities, and future aspirations. Our team works closely with you to build clear and legally compliant plans. Together, we can safeguard your assets and legacy for the next generation.
Creating both a Will and Living Will ensures your personal wishes, inheritance instructions, and medical preferences are respected in every scenario. We guide clients through each step of Will creation, helping you structure assets, designate beneficiaries, and prepare for end-of-life planning. Our advisors also help you establish healthcare directives that outline treatment preferences. With clear, professionally drafted documents, we can ensure that your family is spared unnecessary confusion, conflict, and stress.
A properly appointed Financial Power of Attorney and Personal Care Power of Attorney can make critical financial or healthcare decisions on your behalf if needed. A & N assists with the appointing process, providing professional recommendations and thoughtful guidance. We also implement asset protection strategies that shield wealth from legal disputes, delays, or liabilities.
Forming a trust is one of the most effective ways to control how and when your assets are distributed. A & N helps clients understand how to set up a family trust in Canada, outlining the requirements, tax considerations, and long-term benefits. Whether you’re interested in Living Trusts or strategic Trust Formation, we design structures for optimal asset control and tax reduction.
A & N Accounting offers integrated tax and estate planning expertise. We focus on designing structures that help reduce your tax burden and preserve more of your family’s wealth. We make sure every decision works together to support your long-term, intergenerational goals.
Our estate tax planning services reduce the burden of inheritance tax and optimize the transfer of your wealth. To do so, we employ strategies such as asset freezing, trust establishment, and gifting strategies. By organizing your estate proactively, we preserve more of your wealth and ensure beneficiaries receive assets with minimal tax erosion.
At A & N, we approach family tax planning and inheritance tax planning with a focus on balancing tax efficiency with fairness. We evaluate the full picture of your financial life to guide intergenerational transfers, manage capital gains exposure, and prepare for smooth succession. These strategies reduce pressure while maintaining harmony across generations.
By working with a CPA for estate planning, you’re ensuring that your estate will be properly managed. A & N handles your estate and asset distribution with accuracy, transparency, and compliance. We integrate accounting precision with full legal compliance within Ontario’s estate laws. With CPA-led oversight, your estate remains orderly and efficient.
Entrepreneurs, executives, and high-net-worth individuals face unique estate challenges. At A & N Accounting, we provide specialized strategies that secure both your business and personal assets.
Our team understands the most effective ways to structure your estate for succession planning, asset transfer, and wealth preservation. We implement strategies that reduce capital gains during business succession and ownership transitions, ensuring continuity for partners, employees, and family members. This service is designed to accommodate both family-owned and larger, incorporated businesses.
An enduring legacy begins with thoughtful planning. With wealth transfer planning from A & N Accounting, you can preserve business value, investment growth, and family assets for future generations. We offer methods such as charitable gifting, endowment creation, and multi-generation estate design. These tailored solutions sustain your legacy.
A & N’s team of financial advisors, accountants, and legal partners works together to create a customized, cohesive financial plan that aligns with your goals and expectations. This integrated oversight simplifies the complexities of trusts, taxation, and asset valuation, giving you a unified strategy rather than fragmented advice. By coordinating all aspects of your estate, we protect your financial interests and maintain seamless execution.
Estate planning creates lasting peace of mind. With carefully constructed Wills, trusts, and directives, your desires and goals will be respected. A & N develops clear, legally sound documents that reflect your intentions and preserve your wealth.
Creating a Will in Ontario involves choosing an executor, identifying beneficiaries, and determining how property and financial assets will be distributed. A & N guides you through every step of how to create a Will, which complies with provincial laws and accurately reflects your instructions. We help you avoid common errors and create a clear, compliant Will.
Setting up a family trust offers significant advantages, including privacy, reduced probate costs, and flexible control over asset distribution. Our team explains how to set up a family trust in Canada, ensuring that the trust is compliant, tax-efficient, and aligned with your long-term goals. With A & N Accounting, you can create an optimal trust for your family, one that supports effective wealth transfer and asset protection.
Clear, proactive choices about medical care and end-of-life preferences give you control over how decisions are made when it matters most. We help you plan for these sensitive situations. A & N assists with establishing medical directives, appointing your desired Power of Attorney, and documenting your healthcare wishes. Your personal and financial decisions will remain protected and respected throughout later life.
When you’re ready to take the next step toward securing your family’s future, A & N Accounting is here to help. Connect with one of our certified estate planning accountants or financial advisors for a confidential consultation. We’ll create a personalized estate plan that ensures wealth preservation, tax efficiency, and family security.
From our Mississauga office, we support clients across Ontario and Canada with clear, compliant, and customized estate planning solutions.
To learn more about our range of financial services, call A & N Accounting at 647-932-1618 or contact us here.
Hear directly from our clients: Real stories, genuine success, and unwavering trust in us.
Working with Aziz transformed my business. His reliability, promptness, and wealth of ideas and solutions have been invaluable for scaling. Truly the most dependable accountant I’ve ever encountered.
A&N Accounting played a crucial role in securing funding for our business, providing us with the means to scale effectively. Their support was absolutely pivotal in our growth.
When I desperately needed a funding solution for my business and my previous accountant fell short, Aziz stepped in and delivered. His expertise was exactly what my business needed.
Working with Aziz transformed my business. His reliability, promptness, and wealth of ideas and solutions have been invaluable for scaling. Truly the most dependable accountant I’ve ever encountered.
A&N Accounting played a crucial role in securing funding for our business, providing us with the means to scale effectively. Their support was absolutely pivotal in our growth.
When I desperately needed a funding solution for my business and my previous accountant fell short, Aziz stepped in and delivered. His expertise was exactly what my business needed.
Partner with a team that understands your financial goals. A & N Accounting delivers tailored guidance based on expertise and accuracy. Regardless of your financial goals, we are here to support your future. Book a consultation or request a quote today to begin working with a trusted accounting partner that is truly committed to its clients.
To learn more about our range of financial services, call A & N Accounting at 647-932-1618 or contact us here.
Discuss Your Financial Goals Without Worry: We’ll Solve Your Accounting Issues Together.
Suite 223/224 2560
Matheson Blvd East,
Mississauga, Ontario, L4W 4Z3
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