ESTATES & TRUSTS
You work hard all your life to build a legacy for your loved ones and to support causes you care about. A comprehensive plan for your Estate can provide peace of mind that your assets will be distributed according to your wishes. Planning ahead of time ensures that there will be no guessing in the way your assets will be managed or distributed, regardless of how your life circumstances evolve over time.
Depending on your situation, many tools are available to meet your personal and philanthropical goals during your lifetime and beyond. Above all, these strategies will help provide sound guidance for your loved ones while they navigate an emotional time.
Estates and Trust planning is not solely a matter of life and death: the arrival of a newborn in the family, the purchase of a business, a new life partnership arrangement… all are circumstances that will influence how you want to preserve, grow and eventually distribute your assets.

OUR ESTATES AND TRUSTS SERVICES

  • Estate planning and consulting
  • Post-mortem corporate reorganization
  • Estate taxation compliance
  • Preparation of terminal returns
  • Clearance certificates

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