We believe estate planning is one of the most powerful financial tools available. That’s why our team helps high-net-worth individuals and business owners design estate plans that protect their wealth and simplify the future. Whether you need estate planning for business owners, estate simplicity for your family, or long-term strategies for tax-efficient wealth transfer, we deliver the clarity and structure you need to plan with confidence.
A Plan That Protects More Than Wealth
Estate planning is more than a will—it’s a coordinated, proactive strategy to protect your legacy and avoid the confusion that often follows a major life transition. Our team specializes in high-net-worth estate planning that covers everything from trusts and asset titling to executor coordination and liquidity management. For business owners, we provide estate planning for small business owners that addresses succession, continuity, and corporate tax impacts. Every plan is built to reflect your wishes, align with your values, and prepare your loved ones for what’s ahead.
Minimizing Tax, Maximizing Impact
Capital gains. Probate fees. Taxable transfers. Without strategy, these can erode a lifetime of work. That’s why we take a proactive approach to estate tax reduction, using proven tools like spousal rollovers, life insurance, and charitable giving to protect your assets and your legacy. Our estate planning strategies for high-net-worth families are built to preserve wealth and empower your heirs.
Business Owners Need a Different Kind of Plan
For business owners, estate planning means managing more than just personal assets. It means planning for what happens to your company, your partners, and your employees. We specialize in estate planning for small business owners, helping clients create tax-smart, legally sound structures for a smooth transition. Whether you’re transferring ownership to the next generation or preparing for a potential sale, we ensure your personal and corporate planning are fully integrated and ready for what comes next.
Empowering The Next Generation
Inheritance without guidance can lead to missteps. That’s why our estate planning process includes educating and preparing beneficiaries. From trust structures to wealth transfer timing, we focus on strategies that support stewardship and long-term success. We help you use your estate not only to pass down wealth—but also to pass down the wisdom that built it.
Charitable Giving As Legacy
Many of our clients want to align their estate plan with their philanthropic goals. We create strategies that allow you to give meaningfully while also reducing your taxable estate. This can include donor-advised funds, private foundations, or direct charitable gifts—all tailored to reflect your values and extend your influence beyond your lifetime.
A Living Plan for a Changing Life
Families change. Laws evolve. Your goals may shift. Our Ottawa-based team updates your estate plan to stay in sync with life. With Gobel, Sampson & Associates, estate planning is a dynamic, lifelong strategy to protect the people and priorities that matter most.