ESTATE PLANNING

How we customize YOUR plan from an estate planning perspective.

 

Setting up Trusts and Will Establishment

We want to ensure you and the people close to you are taken care of. This is why we specialize in distributing your assets the way you want them. We also help minimize potential family disputes by appointing an executor to handle your estate administration.

 

Beneficiary and Probate Distribution

The passing of a loved one carries enough burden on those closed to them. Don’t make the allocation of your assets an added stress. Instead, let us handle it for you. We ensure that the appropriate beneficiaries are added to your accounts and that your assets are transferred efficiently.

 

Tax-Efficient Transfer of Assets

Understanding the tax treatment on registered, non-registered, and physical assets allows us to maximize returns and efficiently transfer assets between persons upon the passing of a loved one.

 

 

GUIDE TO WORKING WITH AN ESTATE SPECIALIST

To learn more information about benefits of working with an estate specialist, refer to the document below.