Succession Planning

We pride ourselves in understanding our client’s needs. It is pointless accumulating wealth without a proper succession planning strategy that transfers this wealth from generation to generation. The following areas are addressed:

  • Estate Planning ensure that:
    • Your heirs enjoy the benefits of your wealth building activities
    • The costs to your Estate, such as taxes and other expenses, are kept to a minimum
    • The transfer of assets to your heirs is simplified
    • Complications and uncertainties which may trouble your survivors are eliminated

Typically a comprehensive Estate Plan will involve the following and more:

  • A review of your assets (including any insurance and pension benefits and liabilities)
  • An evaluation of any need for a trust or corporate entity
  • A discussion of your wishes and your family’s needs for a will
  • Fiduciary Services:
    • Estate planning and the drafting of Wills
    • Trust formation and administration
    • Deceased Estate administration
    • Personal Estate administration

We totally outsource this area of our business to our associates, Legacy Fiduciary Services. The Legacy FS professional team has the skills and experience to ably provide these services. Visit, or alternatively you may download the pdf fact sheet for more information.