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Knowledgeable, Professional and Experienced.

Estate and Personal Financial Planning

Our Estate and Personal financial planning services focus on developing tax efficient strategies that ensure both the transfer of wealth and the achievement of family goals.

Our services include:

  • Estate planning, including "estate freezes", to ensure that the impact of taxation on asset transfers is minimized
  • Succession planning with owner-managed businesses
  • Assistance with the creation of family trusts
  • Family budgeting and planning to meet future financial goals

Additional services include:

  • Probate fee planning
  • Coordination with other professionals regarding legal and investment issues