Estate & Succession Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

With our expertise in estate planning, we can work with your legal advisors to ensure your estate plan is up-to-date and organized to your greatest advantage.

Estate & Succession Planning Services

  • Estate freezes and corporate reorganizations
  • Creation of Trusts
  • Advice on preparing and reviewing wills
  • Family business succession planning
  • Planning to minimize probate fees arising upon death
  • Advice on reporting requirements upon death
  • Preparation of final and estate tax returns