Estate Planning

Estate Planning deals with wealth preservation and the orderly transfer of assets, either during lifetime or on death. Our comprehensive services are made up of the following components:

• Review of family assets and liabilities Review of wills
• Assistance with valuation of business interests and other assets
• Advising on the tax implications of transferring assets to family members, during lifetime or on death
• Advising on insurance strategies to fund taxes on death and minimize taxes on death
• Implementation of estate plan to reduce taxes and preserve wealth
• Income splitting among family members through the use of corporations and trusts
• Ongoing estate tax filings
• Wind-up of estates and obtaining final clearances
• Business succession planning