offer this as a Free
Confidential Service to our Clients.
Saint John, New Brunswick and Surrounding areas.
plan is a written expression of how you want your assets
to be owned, managed and preserved during your lifetime
and how you want them disposed of upon your death. See
more on Estate Planning considerations.
is an Estate Plan Created?
This process involves a careful analysis of your assets
and how they are owned (real estate, securities, business
interests, life insurance, retirement plan benefits and
other property) and a decision about whether you should
create a lifetime trust or a trust in your will. These
trusts are legal methods available to minimize various
taxes and the costs of administering your estate upon
your death. Your attorney will want to discuss wills,
trusts, business interests, life insurance, Social Security
benefits, long-term care, charitable giving, special needs
for disabled or elderly, taxes, estate administration
a properly designed estate plan, you’ll be assured
of the welfare of your family and the education of your
children. You will know that taxes will be at a minimum
and that your assets will go to your intended beneficiaries.
||Distributing your estate to children or spouse.
Common wealth transfer and estate mistakes video.
what we do
your financial position as it stands today, describe
the alternatives and options open to you and make recommendations.
ways of increasing the value of your assets
- for your benefit and for that of your beneficiaries.
the tax liability on your investments and estate and
explore ways to reduce your tax liabilities.
your will and business documents such as shareholder
the liquidity in your estate. Is there enough cash to
pay final expenses and taxes from the assets that you
have? This includes a review of the life insurance and
if your current level of savings will meet your retirement
objectives and suggest ways to maximize your retirement
ways to reduce taxation through personal and/or business
options for business succession planning.
Estate Planning Services
Saint John, New Brunswick
Call 506 214 5433