Whether you are a successful business owner or someone who has accumulated wealth, a properly thought–out, designed and implemented estate plan should be a major priority in order that your wishes are realized, at retirement or following death. Regardless of the size of your estate, dying intestate without a will is not a prudent or effective estate planning approach.

We will work with you and your other advisors to design a practical tax efficient estate plan that meets your lifestyle, wealth management and business succession objectives.

Our areas of estate and succession planning services include:

  • Estate Freezes
  • Wills (Including private company and primary wills)
  • Power of attorney
  • Family trusts
  • Estate Administration Services
For more information or to set up a consultation contact: Jim Ferguson

  • Appointments of Estate Trustees
  • Passing of Accounts
  • Liquidation and Disposition of Estate Assets
  • Dispute Resolution
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