Estate Planning

Secure Your Legacy by Protecting What Matters

Estate planning is a critical step in safeguarding your assets and ensuring they are passed on in alignment with your wishes. It's about peace of mind for you and security for your loved ones, eliminating uncertainties over the administration of estates and minimizing disputes among beneficiaries.


At Charles Ghadban Accounting, we demystify the estate planning process, making it accessible and straightforward for everyone. Our approach is tailored to each client's unique situation, providing clear, actionable steps to protect what matters most. By simplifying complex legal and financial aspects, we empower our clients to make informed decisions about their legacy.

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Our Estate Planning Services

At Charles Ghadban Accounting, we understand that estate planning is a deeply personal process that requires thoughtful consideration and expertise. Our comprehensive estate planning services are designed to provide peace of mind, ensuring your assets are protected and your wishes are honored. From drafting wills to planning for the future of your business, our team is here to guide you every step of the way. 

  • Will and Trust Planning

    Creating a will or trust is foundational to any estate plan. Our team offers expert guidance on drafting these essential documents, ensuring your assets are distributed according to your wishes. Whether you’re setting up a trust to manage your assets or updating your will, we provide the knowledge and support needed to navigate these critical decisions with confidence.

  • Estate Tax Planning

    Minimizing estate taxes is key to preserving wealth for your heirs. Our estate tax planning services focus on developing strategies that reduce tax liabilities, leveraging allowances, exemptions, and other legal mechanisms to protect your estate’s value. With our expertise, you can rest assured that your wealth is safeguarded for future generations.

  • Succession Planning for Business Owners

    For business owners, ensuring the continuity of your enterprise is a vital component of estate planning. We offer tailored advice on succession planning, whether you’re passing your business to the next generation or preparing it for sale. Our approach considers all aspects of the transition, ensuring a smooth and strategic handover.

  • Philanthropic Planning

    If charitable giving aligns with your values, integrating philanthropy into your estate plan can be incredibly rewarding. We assist clients in planning their philanthropic endeavors, ensuring that their generosity continues to make an impact. From setting up charitable trusts to advising on tax-efficient giving, we’re here to support your philanthropic goals.

  • Healthcare Directives and Power of Attorney

    Having the necessary documents to manage your healthcare and financial decisions is crucial, especially if you’re unable to do so yourself. Our services include the preparation of healthcare directives and powers of attorney, providing clarity and authority to those you trust to make decisions on your behalf.

From Consultation to Execution: The Charles Ghadban Difference

At Charles Ghadban Accounting, our estate planning process is designed to be as seamless and comprehensive as possible, ensuring that your legacy is preserved according to your exact wishes. Beginning with an initial consultation, we delve deep into understanding your unique financial situation, family dynamics, and future aspirations. This first step is crucial in developing a customized estate plan that truly reflects your personal goals and circumstances.


Our step-by-step approach involves thorough discussions to identify your primary objectives, from asset protection to minimizing estate taxes and planning for business succession. We consider all aspects of your estate to develop a strategy that is both holistic and tailored specifically to you.


Our team, boasting extensive expertise and experience in estate planning, works closely with you to draft the necessary documents, including wills, trusts, healthcare directives, and powers of attorney, ensuring every detail aligns with your intentions.


Choosing Charles Ghadban Accounting means entrusting your estate planning to a team that not only possesses the requisite knowledge and skills but also approaches every case with empathy and sensitivity.

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Frequently Asked Questions

Estate planning can often seem overwhelming with its complex processes and sensitive decisions. At Charles Ghadban Accounting, we aim to simplify this journey for you, ensuring your peace of mind and the security of your legacy. Here are some common questions we encounter about our estate planning services, along with detailed answers to help guide you through your planning process.

  • What makes estate planning at Charles Ghadban Accounting different from other firms?

    Our estate planning services stand out due to our holistic and personalized approach. Unlike other firms that may offer a one-size-fits-all solution, we delve into understanding your unique situation, aspirations, and concerns. Our team combines expertise in tax, legal, and financial planning to craft strategies that not only ensure compliance but also align with your personal goals and family dynamics. This comprehensive approach, coupled with our commitment to building long-term relationships with our clients, ensures that your estate plan is as unique as you are, providing tailored solutions that truly reflect your wishes.

  • How often should I review and update my estate plan with Charles Ghadban Accounting?

    We recommend reviewing and potentially updating your estate plan every three to five years or sooner if significant life changes occur, such as marriage, divorce, the birth of a child, or significant changes in your financial situation. Our team at Charles Ghadban Accounting is committed to maintaining a proactive relationship with you, ensuring that your estate plan evolves with your life circumstances. Regular reviews allow us to adjust your plan to reflect new laws, tax regulations, or shifts in your personal goals, ensuring your estate plan remains effective and aligned with your current wishes.

  • Can Charles Ghadban Accounting help with estate planning across different provinces or countries?

    Yes, Charles Ghadban Accounting has the expertise to navigate the complexities of estate planning across different jurisdictions. Our team is well-versed in the nuances of provincial and international estate laws, enabling us to provide informed advice for clients with assets in multiple locations. We collaborate with a network of legal experts worldwide to ensure your estate plan complies with relevant laws while optimizing tax implications and safeguarding your assets, regardless of where they are located.

  • Where is Charles Ghadban Accounting located, and what areas do you serve?

    Charles Ghadban Accounting proudly operates out of offices in Ottawa and Kemptville, Ontario, serving clients both within these communities and beyond. Our physical locations enable us to offer in-person consultations to clients in the surrounding areas. Additionally, we leverage technology to provide virtual estate planning services to clients across Canada and internationally. No matter where you are located, our team is equipped to assist you with your estate planning needs, ensuring your legacy is protected and your wishes are honored.

Our Services

At Charles Ghadban Accounting, we pride ourselves on offering a comprehensive suite of accounting and financial services tailored to meet the diverse needs of our clients. Whether you're seeking to optimize your personal finances or grow your business, we are your trusted partner for success.

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Accounting and Bookkeeping

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Business Services

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Tax Strategy

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Schedule Your Estate Planning Consultation

Embark on your estate planning journey with Charles Ghadban Accounting, where your future is secured by expert tax planners and personal tax accountants. Located in Ottawa and Kemptville, Ontario, we extend our personalized services to clients both locally and across Canada. Whether you're safeguarding assets or preparing for the next generation, our team offers the tailored guidance you need. Don't leave your legacy to chance; book an appointment today and ensure your wishes are honored exactly as you envision.