Tax, Estate and Succession Planning

Good financial plans shape good decisions.

Tax Planning

It’s a fact of life: the more you have, the more taxes you have to pay. Smart tax planning means keeping more of your hard-earned money where it belongs, in your pocket.

There are tax implications to each and every element of your integrated wealth plan; and we can recommend strategies designed to minimize the tax burden on your income and investments.

Remember: it’s not so much what you make that counts. It’s what you keep.

Estate Planning

No one can predict the future with absolute certainty. But with a solid estate plan on your side, you can gain peace of mind knowing that the steps needed to ensure that your wishes for your family and estate are in place for the future.

By incorporating several key estate planning strategies that are based on your current circumstances and intended objectives, we can help you plan for where your assets will go, and how smooth the transfer will be.

Elements of our estate planning process include:

  • Testamentary trusts
  • Inter vivos trusts
  • Critical illness and long-term care insurance products
  • And other estate planning documents

Business Succession Planning

If you’re a business owner, we can help you protect the business you have worked so hard to build, maximize its value and transfer ownership smoothly and tax-effectively.

We will work together to review all the options available to you and help you plan your succession accordingly, from establishing buy-sell agreements to family limited partnerships and limited liability companies.

Different family and financial situations require different succession plans. It’s prudent to consult a professional now, as advance succession planning today, can provide a more certain future for years to come.


 Insurance products and services are provided through Assante Estate and Insurance Services Inc.