Wills, Trusts & EstatesTo properly plan and structure your assets and liabilities with the present and future needs of yourself, your family, and your relatives, you need to consider thorough estate planning. Often times, business owners need to address this simultaneously with structuring their business, to provide for the investment and management of their assets after their death and to engage in appropriate tax planning to reduce their income and estate taxes.
To get started as an estate planning client, you can use the Contact tab to set up an appointment. The initial consultation is free of charge. Prior to commencing the drafting of your estate plan, you will need to complete the personal fact-finder worksheet and the financial data worksheet.