Estate Planning

The Art of Dying Neatly

In today’s complicated world of tax and legal structures, a poorly planned estate can not only create confusion and difficulties for your loved ones at a highly emotional time, you could also end up with an unnecessarily large portion of your estate going to taxes or administration costs such as legal, accounting or probate fees.

Estate planning is the process of strategizing how, when and to whom, the proceeds of your accumulated wealth is distributed. We can help by coordinating the services of your lawyer and accountant, to implement your plan and ensure the following:

  • Your assets are distributed to the appropriate beneficiaries at the time of your death.
  • Tax and administration costs are minimized.
  • Appropriate insurance plans protect your dependents, meet their liquidity needs, and possible need for ongoing income.