Estate Planning

In accumulating wealth and assets for your personal and family’s future, it is a common and often unspoken concern to see your life’s work pass to an unintended beneficiary. Ensuring you have undertaken appropriate estate planning provides a sense of comfort to know that your loved ones receive what you desire for them.

In assisting our clients and working with their solicitors, we review current personal and family group positions. Our expertise consist of retirement and succession planning including assistance with wills, ensuring current personal or business operations continue as directed and the undertaking of estate taxation reviews such as the assessment of taxation implications for the triggering of various associated events, most notably the passing of property to individuals.

We work with our clients to ensure that their personal estate planning needs are addressed and make for a comfortable retirement and future.