Estate Planning

You can’t take it with you, but you can decide where it will go and how smooth the transition will be.

Estate planning is an important exercise you undertake to preserve your wealth for your family and arrange for its orderly disbursement to your heirs. It can involve Wills, Powers of Attorney, Inter Vivos Trusts, Testamentary Trusts, Living Wills, life insurance, registration of assets in joint ownership, tax planning, charitable giving and business succession planning.

There are many strategies and solutions to go with and we help our clients navigate these topics. But in its most basic form an estate plans does the following:

  • Estate planning allows you to choose who gets what.
  • Estate planning affords you the chance to name your children’s guardian in the event of your early death.
  • Estate planning reduces taxes and probate fees on what you leave behind.
  • Estate planning minimizes the chances of family strife and ugly legal battles.


Examples of estate planning (ie., cottage)