Estate Planning is something that virtually everyone needs. Many wrongly believe that estate planning is only for the super-rich. The word 'estate' somehow implies great wealth. But the fact is that an estate can be a house and several thousand dollars or a mansion and many millions.
Estate planning Services
- Establishing a personalized estate plan – allowing you and your family to manage the future and retirement with greater certainty.
- Assistance with wills – allowing you to choose beneficiaries and ensure that each member gets exactly what you want them to get without unanticipated taxes.
- Strategizing to minimize taxes on your estate including:
- Avoiding or minimizing probate taxes
- Reducing taxes with planned giving
- Effective income-splitting strategies including using Family Trust structures
- ownership and management
- succession planning
- strategic development
- taxation of the business