Plan today. Preserve more for tomorrow.
Thoughtful tax planning can help preserve family wealth, reduce future tax exposure and make the transition of a business or investment assets more efficient.
We work with business owners and families to develop practical estate and succession strategies based on their objectives, corporate structure and long-term plans.
OVERVIEW
Planning for the future
Estate and succession planning involves structuring your personal and corporate affairs to help minimize tax, preserve family wealth, and ensure assets or businesses can transition efficiently to the next generation.
For business owners and families with significant assets, planning often involves more than simply preparing a will. Corporate structures, capital gains exposure, shareholder ownership, insurance, trusts, and the timing of transfers can all have significant tax consequences.
"Estate planning is about more than what happens to your assets — it’s about creating a clear plan that protects what you’ve built, supports the people who matter most, and makes things easier for your family when the time comes."
WHO THIS SERVICE IS FOR
Who This Is For
Estate and succession planning may be particularly important if you:
- Own an incorporated business
- Expect your children or family members to eventually take over the business
- Own significant investments inside a corporation
- Have accumulated substantial personal or corporate wealth
- Own multiple corporations or holding companies
- Have significant unrealized capital gains
- Want to transfer wealth to children during your lifetime
- Are approaching retirement or the sale or transition of your business
- Have an existing estate plan that has not been reviewed in several years
Thoughtful planning today for a smoother transition tomorrow
WHAT'S INCLUDED
Planning Ahead
Our planning may include:
- Corporate estate freezes
- Business succession planning
- Corporate reorganizations
- Family trust planning
- Capital gains exemption planning
- Tax estimates on death
- Post-mortem tax planning
- Tax-efficient extraction of corporate assets
We work closely with your lawyer, investment advisor and other professionals where implementation requires coordinated advice.
Estate and succession tax planning services
A clear process and careful attention to requirements
01
Understand Your Goals
We begin by understanding your family, business, retirement and wealth-transfer objectives, along with your current corporate and personal structure.
02
Identify Planning Opportunities
We review potential tax exposure and identify strategies that may help preserve wealth, reduce future tax and support a smooth transition of assets or business ownership.
03
Coordination through completion
Where implementation is required, we work with your lawyer, investment advisor and other professionals to help ensure the tax, legal and financial pieces of the plan work together.
GET STARTED
Discuss Your Estate or Succession Plan
Whether you are preparing for retirement, transitioning a family business, transferring wealth to the next generation or simply want to understand your potential tax exposure, our team can help you evaluate your options and plan ahead.