Estate & Tax Planning

Estate Planning ensures an individual’s personal property is managed effectively during their lifetime, and their wishes are carried out after their death.

An estate plan addresses the need for Protection, Control and Reasonable tax treatment.

What does an estate plan do?

  • Takes advantage of tax planning opportunities
  • Conserves assets
  • Provides income for retirement
  • Provides adequate support for dependents
  • Ensures equity in estate distribution
  • Provides liquidity