Maximize the Legacy You Leave

 

At Fifth Avenue Wealth Management we believe that the accumulation of wealth should lead to simplicity, not complexity.

A forensic analysis of – the often complex and subtle – individual, family and business estate and legacy issues is a hugely important aspect of our work.

How can you pass on your success to your family in an orderly fashion, while minimizing your exposure to heavy taxes? How can you ensure that your family is well taken care of?

People sometimes believe that estate and legacy planning is only for the super-rich. The word ‘estate’ somehow implies great wealth. But an estate can be a house and several thousand dollars or a mansion and several million.

Whether you need help structuring a business succession plan, transferring your wealth fairly and tax efficiently, or contributing to a noble cause, we will help you maximize the legacy you leave – according to your wishes and your vision.

Avideh Musgrave LL.B, TEP

Will & Estate Consultant

Working closely with our team, Avideh will analyze the challenges represented by your estate and legacy planning requirements.

An experienced lawyer, Avideh was called to the Alberta Bar in 2001. She is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta and the City of Edmonton.

Depending on the circumstances, Avideh welcomes the opportunity to work with your existing advisors in order to develop effective and tax-efficient solutions to your legacy expectations and goals.