Estate Planning and Settlement
A comprehensive service that will promote protection for your loved ones, including income tax minimization and the effective handling of your assets.
Examine existing wills or assist in the drafting of your new will.
Provide up-to-date knowledge on taxation, including how to minimize taxes payable at death and the tax liability year after year of heirs.
Advise on the establishment and administration of trusts
Analyze your insurance plans to ensure adequate coverage is maintained for your estate, including your business.
Provide a complete accounting service for the estate as well as completion of tax returns.
When a death occurs, we provide expert estate settlement services intended to make a complex and tedious job more bearable, while generating the best tax results. And we focus on developing the new financial plan for the survivor