Succession

Estate Planning

Avoid conflicts and uncertainties through personalized estate planning. The passing of an individual almost inevitably results in tax consequences, which can sometimes be a significant burden on the estate.

• Estate freezes
• Spousal rollovers
• Post-mortem strategies to avoid double taxation at death
• Testamentary trusts
• Powers of attorney for protection
• Effective use of life insurance

 

Estate Settlement

Settling an estate is an emotional and complex process. Our team of professionals will assist you with respect and empathy in addressing the legal and tax matters associated with the passing of a loved one.

• Settlement of disputes
• Correction of testamentary trust documents
• Probate and execution of wills