Estate and Trust Planning

We understand that everyone's situation is unique, but there are common objectives everyone wishes to achieve. From the "simple" Will for a single individual to the complex trust and corporate structure for our more sophisticated clients, you deserve a thoughtful estate plan.

By leveraging expert guidance on tax-efficient strategies, testamentary trusts, and family trusts, individuals can protect their assets, transfer wealth smoothly to loved ones, and leave a lasting legacy for future generations.

Our Services

Wills

Every will we create is customized to reflect the individual's specific situation. We don't use generic templates; instead, we take into account the needs of your loved ones and assist you in crafting a plan that aligns with your goals and obligations.

Trusts

Trusts offer significant advantages, including enhanced privacy, flexibility, and security. They serve various purposes, such as long-term generational planning, safeguarding benefits for individuals with disabilities, and preparing for potential incapacity.

Other Planning Mandates

We advise you on how to achieve your objectives, by using letters of wishes, deeds of gift, and beneficiary designations.

Incapacity Planning