Estates & Succession Planning

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 and 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: