Lumina Law
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    • Estate & Trust Planning
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  • More
    • Home
    • About Us
    • Our Approach
    • Our Services
      • Estate & Trust Planning
      • Estate & Trust Admin
      • Family Law & Succession
      • Tax Planning
      • Philanthropy
    • Who We Serve
      • Business Owners
      • Real Estate Investors
      • Wealth Managers
      • Insurance Advisors
      • Mortgage Brokers
      • Charity & Not for Profit
      • Trust Co & Family Offices
    • Client Reflections
    • Insights
    • Contact Us
Lumina Law
  • Home
  • About Us
  • Our Approach
  • Our Services
    • Estate & Trust Planning
    • Estate & Trust Admin
    • Family Law & Succession
    • Tax Planning
    • Philanthropy
  • Who We Serve
    • Business Owners
    • Real Estate Investors
    • Wealth Managers
    • Insurance Advisors
    • Mortgage Brokers
    • Charity & Not for Profit
    • Trust Co & Family Offices
  • Client Reflections
  • Insights
  • Contact Us

Tax Planning

We offer tailored tax planning guidance and work in tandem with your accountant and other trusted advisors to implement tax-efficient setups that align with your specific circumstances. 


We especially take interest in understanding your tax liability (both while you are living and on your passing) to be able to strategize and maximize the value of your estate to provide to your beneficiaries.



Our Services

Tax-Planned Reorganizations

These are designed to benefit those with business and/or real estate interests. 

Trusts

These may include family trusts, spousal and joint partner trusts, as well as alter ego trusts. 

Book a Consultation

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*Providing legal services through Lumina Law Corporation

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