Estate Planning is a catchphrase that we hear frequently but are not always sure what it encompasses. Essentially, what we do is we sit down, we analyze your current situation and determine the appropriate results to minimize tax. Essentially, that’s what it’s all about. Minimizing tax and providing maximum value to your estate while working with your other professionals in order to accomplish the goals that need to be accomplished.
We do a full in depth rationalization of all current financial products that you may have, in order to ensure there’s no duplication, and, that it’s mazimized for tax efficiency.
Lawyers, accountants, investment advisors … oh my !! Estate planning could be very confusing, and, very tiresome and very grueling. Let us take all that out of the equation and simplify it for you.
Our objective is to simplify the transfer of wealth from one generation to the next within the scope of the tax act.
All recommendations made, are in full compliance and in the best interest of you, the client.