Estate planning is a continual process; it cannot be done once and simply filed away. It often involves more than creating and completing a Will or changing the terms of a Will. Considerations would involve how you hold or own your assets – whether personally, or through a trust or holding company. Careful estate planning can minimize taxes arising upon death and maximize the amount that passes to the beneficiaries. We can assist you with planning for changing circumstances and structure your asset holdings to ensure your estate plan is appropriate to meet your goals and objectives.

We can assist with: