Ensuring the orderly transfer of a client’s estate to his or her beneficiaries usually forms a substantial part of that client’s financial plan.
Our approach is to work with the client and their professional advisor to identify the principal issues and areas of financial concern. We then help to provide a variety of planning and product solutions in order to solve the problem.
We have specific knowledge related to the tax laws governing the transfer of investment and other assets at death, and can advise you as to the most favourable manner in which to structure your current holdings. If required, you will also be advised on the subject of “living wills” and powers of attorney, and can be referred to a lawyer for more detailed estate planning at your request.
Please contact us for more information on how we can help with your complete financial plan, whether personal or business or both.