Estate Planning

We all know the old adage – there’s nothing certain about life except death and taxes, which is why estate planning is so important. Making arrangements for the ongoing care of your loved ones and your assets in the event of death or incapacity is not something you want to leave to chance.

Our team of financial advisors and legal experts can build a comprehensive strategy across your investment accounts to ensure your wishes are carried out. We will also identify issues you may not have thought about including how to legally reduce taxes and establish effective structures.

We can also help with more complex estate planning including setting up the right ownership structure for your assets, examining the taxation position of family members and developing a succession plan for ownership of family businesses.

Contact us to get started.

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