We provide a full spectrum of services. We are committed to making the legal process as easy as possible for you.
Wills & Trusts
Estate planning professionals help you strategically minimize estate taxes and preserve your wealth for your loved ones through tailored strategies. Our services include expert guidance on tax minimization, will and power of attorney drafting, and beneficiary designation review to ensure your plan aligns with your goals.
Business Succession Planning
For business owners, robust succession planning is crucial for a seamless transition upon retirement or passing. Our team offers expert guidance in tax and legal planning, estate freeze implementation, and retirement planning to protect your legacy and ensure business continuity.
Digital Assets
With our increasingly digital world, estate plans need to address digital assets like online accounts, social media profiles, and cryptocurrency. We assist with the inventorying of digital assets, creating access instructions post-mortem, naming digital fiduciaries according to your wishes.
Charitable Giving Integration
Many estate plans incorporate charitable giving to reduce tax liability while supporting causes you care about. Our team can help you plan for charitable donation, trusts, and tax credits.
Power of Attorney
A power of attorney (POA) is a legal document that grants another person (your attorney-in-fact) the authority to make decisions on your behalf regarding your finances, property, or personal care if you become incapacitated. We can help structure these documents to meet your POA is tailored to your needs.
U.S.-Canada Tax Planning
Navigating U.S.-Canada and international tax complexities demands expert guidance for strategic optimization and compliance. We specialize in tailored solutions for cross-border tax obligations, including treaty analysis and foreign asset reporting.