Estates and Trusts

Whether it is for you or a loved one, our experienced staff will work with you to seamlessly create a plan that minimizes tax liabilities while protecting a lifetime of work. We understand that estate planning varies from client to client, which is why we address each situation with individual care. Our services include:

  • Accounting and tax filings for estates and trusts
  • Estate planning
  • Will and trust document review
  • Pre and post-mortem tax minimization planning
  • Cottage and wealth transfers

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