A death in the family brings many challenges for the relatives. Whether there is a will or not, many aspects pertaining to tax and estate planning issues will have to be taken into account in order to minimize taxation on death, thereby maximizing the wealth left to the heirs.

Do not leave your grieving loved ones having to figure out your inheritance. Contact us to discuss the following questions:

  • Will my wealth be appropriately bequeathed to the right people while minimizing tax on my death?
  • Have I considered making a donation to organizations that are important to me on my death?
  • Would a testamentary trust be useful to protect my loved ones?