A well-thought-out estate or succession plan should be an integral part of your personal planning. Planning for the future will ensure that only the people you trust will be appointed to look after your assets upon your death, and that gifts and bequests will be received by only those people you designate. Estate planning may also allow you and your beneficiaries to reap the benefits of deferred tax payments or significant tax savings.
In addition, creating a trust may be an effective tool to ensure that your family, especially your children, are supported and protected. We also provide strategic analysis to clients on the advantages and disadvantages of a trust and draft all necessary documents for its creation.