No family wealth management plan is complete without a fully integrated estate strategy. Every estate plan is different, and we can help ensure that your plan addresses your needs. Whether you own a business or a vacation property, are separated or divorced, or are part of a blended family or common-law relationship, your estate plan should be customized to your specific situation.
When considering your personal legacy, it is important to understand how your estate may be taxed at the time of your death, and to best plan for tax. Tax minimization, protecting family legacies for children from potential marriage breakdown and others outside risks, reducing probate fees, family trusts and philanthropic legacies are paramount in designing family estate structures. Properly structured estate plans protect families and clearly define your wishes. Distributing your assets among your beneficiaries without creating tension among them requires sensitivity and careful consideration. We help you navigate these complex issues with care.