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We assist individuals and their families to create and implement plans for the transfer of their estates on death.

A will is only a part of an overall estate plan. We consider and advise on the variety of complementary legal structures and provide personalized advice for each situation.

We believe the greatest gift a person can give to their surviving loved ones is the
certainty of a basic plan for their care in the event of a loss of mental or physical capacity and at the end of life. Accordingly we encourage all of our clients to prepare a will, a financial and medical power of attorney and a living will.

Estate planning and succession planning becomes critical when a person is successful.

Efficiently passing real wealth to a new generation is a process that requires as sound plan and professional advice.

We have the experience and the network both in the United States and Canada to deliver sophisticated succession plans.