We’ll help create an estate plan that addresses matters such as:

• Critical illness, disability and health-care costs
  Plan ahead to help ensure you get the care you need, when you need it, while protecting your family’s lifestyle.
   
• Power of Attorney
  Select the appropriate Power of Attorney who can act in your best interest for financial and property matters.
   
• Executor services
  Whether you’ve been named an executor for a loved one’s estate or are considering professional executor services for your estate plan, we can help.
   
• Intergenerational wealth transfer
  Transfer wealth to the next generation while preserving the after-tax value of your estate.
   
• Charitable giving

  Build a legacy and support causes important to you, tax-efficiently, with several charitable giving strategies.

• Trust solutions
  Establish a trust to facilitate strategies such as income splitting, supporting loved ones, business succession, and charitable giving.
   
• Insurance strategies
  Assess your needs and, if appropriate, recommend tax-exempt insurance products that help create and preserve wealth.

Please contact us today to find out how our team can help establish a bespoke estate plan.