Estate planning can effectively protect personal or corporate assets, reduce or eliminate tax liabilities and prevent misunderstandings between family members.
We work with our clients to establish planning goals, identify areas of risk and potential tax savings.
Wills and will alternatives:
Multiple wills and probate planning
Use of trusts:
Family trusts to split income
Alter ago trusts as an alternative to powers
of attorney
Powers of Attorney:
Make sure your power of attorney protects you
Avoid cookie-cutter documents
Make sure your attorney understands his/her duties
Estate freeze:
Protection and optimization of tax treatment for business and investment assets