As experienced professionals in estate planning for business owners and high-net-worth individuals, our team focuses on strategies that minimize tax, reduce conflict, and ensure wealth is transferred smoothly and meaningfully. Whether you're selling a business, planning for retirement, or looking to empower the next generation, we design your estate plan with the same care you used to build your legacy.
Smart tax strategies for smooth estate transfer
High-net-worth estate planning requires more than a will. Our team helps you navigate complex issues like capital gains, probate, and estate taxes, ensuring your wealth stays with your family—not lost in fees. Through trusts, corporate structures, and insurance, we tailor estate planning strategies for high-net-worth families and business owners, preserving wealth across generations.
Business-focused estate planning
For many Central Albertans, the business is the cornerstone of the estate. We specialize in estate planning for small business owners, helping ensure that wealth built through decades of work is passed on efficiently. That includes evaluating shareholder agreements, family ownership plans, and business valuation strategies to create clarity and avoid disruption.
Small business estate planning ensures your operation can continue—or wind down on your terms—without burdening your family or compromising value.
Empowering the next generation
We believe legacy is more than an inheritance—it’s the knowledge and values passed along with the assets. Whether through structured trusts, education plans, or family meetings, we help guide intergenerational conversations and ensure heirs are ready to receive, manage, and grow the wealth entrusted to them.
Estate transfer is smoother when the next generation is empowered. Our planning supports both financial security and family harmony.
Using insurance to protect what matters
Life insurance plays a vital role in modern estate planning. It creates liquidity when your family needs it most, and provides a tax-free benefit that can preserve properties, pay tax liabilities, or provide equal distributions to heirs. As part of your estate plan, we help assess whether insurance solutions align with your transfer goals and offer peace of mind during emotional times.
Leaving a legacy of generosity
For families who want their estate to reflect their values, we offer charitable planning strategies that extend your impact. Whether through donor-advised funds, foundations, or one-time gifts, we help you integrate giving into your estate plan while also reducing taxes.
Estate planning built on personal connection
Clients who work with us appreciate our calm, thoughtful approach. Many have been with Thiessen & Associates for decades, choosing us as their first call in times of transition. We build plans that evolve with your life—flexible enough to adjust to new goals, yet grounded in clear, actionable structure.