Estate Planning

You spend a lifetime accumulating assets and building an estate.  Proper planning allows you to transfer your wealth according to your wishes and it can help manage the taxes and expenses that come with passing away.

If you wish to ensure that you are in control of what happens to your estate, and if you want to ensure that your estate is handled in accordance with your directives, then having an estate plan is paramount.

We focus on helping you identify your estate goals and help you structure your estate assets to minimize tax liabilities and maximize value to future generations. We will work with your other estate advisors, such as your lawyer and accountant, to develop and implement a plan. In order to offer a sound, workable plan, we will coordinate your beneficiary assignments to ensure alignment with your estate plan and take prudent steps to identify and finance your tax liabilities.


 Wills, trusts and executors

 Succession planning

 Wealth transfer

 Power of attorney

 Health directive

 Family governance

 Charitable giving