Helping to plan for tomorrow today to retain more of your assets, protect your estate and leave a lasting legacy for your family.
A personalized estate plan is integral to ensuring that the wealth that you’ve accumulated during your lifetime will be distributed to your beneficiaries according to your wishes. It is also important to address potential situations where you may become physically or mentally incapacitated in the future.
We work closely with a Will and Estate Consultant, a fully qualified lawyer, to meet with you to identify opportunities to structure estate planning in an efficient and tax-effective manner, including:
- Updating a Will
- Conferring Powers of Attorney
- Consideration of Representation Agreements
- Evaluating suitability of complex structures including trusts
- Maximizing the family legacy and charitable gifts
Subsequent to a complimentary meeting, a detailed report is provided to you outlining various estate planning strategies and recommendations to explore further or act on with your lawyer and accountant.