Our Estate and Financial Planning service utilizes qualified experts to help clients prepare for their long term estate and financial planning needs. We help plan for the distribution of assets to the client’s heirs as well as setting their future financial platform. As the client’s personal circumstances evolve, their financial plans are set to match their changes. This service provides stability and long term support for the clients as well as their families.

The services we currently provide are:

o   Business succession planning

o   Corporate reorganizing including estates freezes

o   Family Law considerations

o   Minimizing of income taxes and probate fees

o   Minimizing taxes upon death

o   Review of buy and sell agreements

o   Use of Trusts

o   Utilization of available capital gains exemption

To benefit from our expertise, please contact one of our partners are 905-477-6996.