Estate Planning

Estate Planning

You have worked hard to create and grow your assets which may include a business. You have family and perhaps business partners which rely on you and your company for their quality of life. It is important to make sure this transfer occurs the way you want it to with minimum disruption and in a way that reduces any related taxes.

Both Tax Concepts & Potential Concepts

Testamentary Trusts

Spousal Trusts

Estate Freeze