Helping you protect and transfer your wealth

Our Approach

Every person is unique, and so every plan should be as well. We will work with you to understand your financial goals and concerns, allowing us to guide you in the right direction for creating your estate plan. Our team of professionals include a lawyer, an accountant and a financial planner to ensure a smooth plan that integrates with your financial and retirement plans

What it means for You?

A comprehensive estate plan gives you peace of mind by protecting, preserving and controlling your assets upon your death. You will have the comfort of knowing that you have sufficient financial resources in place; and that your wishes after your death are fully taken care of. Key documents in an estate plan includes a will, an enduring power of attorney, and any trusts you may have

Wills & Power of Attorney

Create Your Estate Transfer Plan

Setting up Trusts

Regular Review & Updates

Trusts can be a useful and flexible tool, allowing you to manage your assets in a way that best suits your needs. The person who creates the trust (the Settlor) appoints a Trustee to hold title to property on behalf of a Beneficiary. The Trustee manages the property so that a Beneficiary may receive the income generated from the property or the capital (or both). Establishing a trust can lead to significant benefits during a person’s lifetime and when estate planning

A well-structured estate plan outlines your wishes with respect to the distribution of property after your death. Estate planning is an incredibly important part of a person’s life. It ensures that your final wishes are enacted, whether they be for health care, family trusts, or providing for a family member in your absence. Estate plans solve a number of legal situations, such as an estate dispute or claim, but you need a trusted estate lawyer on your side

Regular review and updates are essential for maintaining a sound estate plan. We recommend revisiting your estate plan at least every few years, or when there is a life event such as marriage, divorce, or the birth of a child. It’s also a good idea to review and update your plan at life events such as the purchase of a home or other large asset, or changes in laws covering taxes and investments

A good estate plan starts with understanding the tax consequences of the types of assets you own. Next step is to use strategies to mitigate their tax impact. We help you understand which assets are taxable and where taxes can be deferred. If you don’t plan your estate with tax efficiencies in mind, the impact of income taxes upon your death can be considerable

Planning for Taxation

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