ESTATE PLANNING & ADMINISTRATION
We assist clients with personal & business succession planning and estate administration. We work with our clients’ tax, investment and insurance advisors to ensure a cost effective and tax efficient transfer of assets. Assisting estate trustee(s) or family of deceased persons in administering and settling an estate. We provide advice and professional services to guide estate trustees and administrators on matters such as the appointment of estate trustees, “probate” estate accounting and the liquidation and distribution of estate assets.