Estate & Tax Planning
We want to ensure your financial plan is efficient, and your tax liability is minimized. An estate plan is a key component of your overall wealth management strategy. With planning, you can maximize the value of your estate, minimize taxes, have control over how your estate is distributed and help avoid conflict among your beneficaries. We can along with our partners help identify estate planning opportunities and issues, advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan.
Executor's Task List
Appointing a Corporate Executor
Digital Assets and your Estate Plan
Tax Tips for Investors
Navdeep Brar, CPA, CA, TEP, CDFA - Director, Tax Planning at Wealth Management
Shawna Albornoz, MTI, TEP, EPC - Vice President, Trust Services