TrusteeAn estate plan is critical to the organization of an individual’s affairs. A carefully drawn Will achieves the orderly succession of assets while taking into account the most beneficial tax result. Powers of Attorney for Property ensure that the financial and business affairs of the individual will be administered in the event of their absence or disability. Powers of Attorney for Personal Care provide for decision making when the individual is incapable of making appropriate decisions for their own personal care. Trusts can be used to achieve long term administration and tax effective application of assets. Our team of estate planners assists individuals to design and implement strategies to effectively dispose of assets during their lifetime or on their death to achieve their goals while utilizing available tax planning techniques.

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Leanne Anderson

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