Estate & Succession Planning

Secure Your Legacy with Expert Planning

At Lott & Company, effective estate and succession planning ensures a seamless transfer of your assets while reducing tax burdens , safeguarding family wealth, and facilitating business continuity. Our experts collaborate with you to design strategies like estate freezes and trusts that protect your financial legacy. These plans not only minimize probate costs and expedite asset distribution during incapacitation but also provide peace of mind. By choosing our services, you'll save time and secure a prosperous future for your loved ones. Contact us today for a personalized consultation.

A woman is standing next to a man and woman sitting on a couch.

Plan Today for a Confident and Secured Tomorrow

Estate & Succession Planning at our firm is designed to safeguard your legacy with precision and care. Our approach integrates asset protection and strategic planning to ensure the seamless transfer of wealth, minimizing tax implications and maximizing value. Whether you're contemplating estate freezes, creating trusts, or planning business succession, our tailored strategies adapt to your specific needs, offering peace of mind through every decision. Imagine the assurance of knowing your assets will transition efficiently, preserving family harmony and financial stability. Choosing our services means committing to a worry-free future. Connect with us today to start crafting a personalized plan that aligns with your ambitions and suggests a seamless transition for future generations.

Our dedication to excellence is unwavering; with close collaboration alongside legal and financial experts, we create comprehensive plans covering all facets of estate planning. Secure your family's financial future by leveraging our industry expertise and innovative solutions. Contact us to schedule a consultation and begin your journey towards estate security.

Your Estate & Succession Planning Made Personal

Our estate and succession planning service in Markham is built on a personalized, thorough approach. We start with a detailed consultation to understand your assets, family situation, and long-term goals. Together, we develop and implement tailored solutions including wills, trusts, and both financial and medical powers of attorney that reflect your wishes and ensure your legacy is protected.

We guide you in selecting trusted decision-makers, and recommend planning tools such as estate freezes and corporate reorganizations to minimize tax liabilities and simplify asset transfers. Regular plan reviews help keep your arrangements current as your needs evolve.

By collaborating with legal and financial professionals, we ensure every element is coordinated, from privacy with trusts to continuity through powers of attorney. Our step-by-step guidance gives you peace of mind that your estate will transition smoothly and efficiently to future generations.

A group of people are sitting at a table looking at a laptop.

Frequently Asked Questions

Explore these FAQs on estate and succession planning. If your specific queries are not addressed, please reach out to us for personalized guidance and support in planning your estate and succession seamlessly.

Explore Our Comprehensive Service Offerings

Our firm provides a comprehensive range of services including tax, estate, and succession planning, ensuring strategic management of assets and business continuity. Trust in our expertise to protect and enhance your financial interests both in life and beyond.

A man and a woman are sitting on a couch looking at a piece of paper.

Need Guided Planning for a Secure Legacy?

Take control of your legacy with our expert estate planning services. Our experienced team will work closely with you to create a personalized plan that safeguards your assets and ensures your wishes are respected for generations to come. Schedule a consultation today to start building lasting security and clarity for your family’s future.