Estate planning is the process of arranging your personal, business, and financial affairs to maximizing the value of your estate by reducing tax obligations, and simplifying the probate process. The process of estate planning can begin even before your retirement, and should go hand in hand with Succession Planning if you run a business or corporation.
Our lawyers, collaborating with an accounting professional, can assist you both in making decisions about how to structure your affairs and by giving effect to those decisions.
In planning your estate, you are not restricted to a will. Estate planning also includes transferring ownership of certain assets or business interests while you are still alive, either by transferring them into joint ownership, placing them into a trust, or delivering them to a beneficiary entirely as an advancement under your will.