Estate Planning is not only for the "wealthy" that take time to structure their affairs through their lifetime to accumulate wealth on a tax efficient basis, but also transfer their assets to their heirs on death with least possible erosion caused by taxes.

In today's complex world, you need to understand tax and legal implications which affect you, your family and or your business. Should you decide not to plan, government will ultimately be one of your estate beneficiaries and take their share of your hard earned money.

We work closely with your lawyers, accountants and other members of your professional advisory team to create effective lifelong solutions. We can be the lead on your planning process as we often are or a member of your team.

We coordinate the Estate Planning process with your other professional advisors and will introduce to you specialists which may be needed to create your future plan.

During the planning process, here are some of the areas we will be discussing.

• Personal Will and Power of Attorney
• Business Will
• Creditor Proofing
• Holding Corporations
• Family Trust
• Henson Trust
• Shareholder Agreements
• Corporate Reorganization
• Charitable Giving
• Professional Services Corporations
• Integrated Insurance Planning
• US Estate Tax and Foreign Residency Tax
• Eliminate or Minimization of Capital Gains
• Investment Planning

Our clients have come to depend on us as valuable members of their professional advisory team. We will ensure all parties are working in a team environment to bring you sound, clear and tax efficient strategies.