There are many choices and decisions to be made around your estate planning.

There are many choices and decisions to be made around your estate planning. The financial implications of a poor choice can affect your heirs for years to come. Let us do the heavy lifting. We work with estate planning every day. We’re prepared to identify the best choices for you.

Our estate planning services include:

  • Reviewing current Will in light of new legislation
  • Will planning including written instructions to lawyer
  • Evaluating the best methods to achieve your goals
  • Assessing the appointment of executors
  • Succession planning including potential business re-structuring
  • Advising on the use of trusts and additional companies
  • Estate freezes
  • Instructing lawyers
  • Analysis of methods to preserve wealth
  • Planning for the possibility of incapacitation
  • Analysis of insurance products to cover taxes and debts

There are several benefits to the estate planning services process:

  • Preserve an estate for the benefit of heirs
  • Maintain control over the distribution of assets
  • Designate someone to act on your behalf should you become incapacitated
  • Help reduce—or potentially eliminate— estate taxes
  • Name an individual or entity to manage estate assets
  • Provide a plan for payment of estate taxes and help beneficiaries cover immediate and future needs

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