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:

  • Estate Freezes
  • Wills
  • Powers of Attorney for Property and Personal Care
  • Family Trusts
  • Disability Trusts
  • Guardianship and Capacity Issues
  • Estate Administration Services
  • Appointments of Estate Trustees
  • Passing of Accounts
  • Liquidation and Disposition of Estate Assets
  • Dispute Resolution