ESTATE PLANNING In estate planning, we work with the client's estate attorney to ensure that they establish and maintain mechanisms to facilitate the efficient transfer of wealth, minimizing taxation and maximizing benefits to the clients intended recipients, including both individual and charitable beneficiaries, whether via lifetime or testamentary bequests. We are well-versed in the complex techniques and instruments utilized in estate planning (including wills, trusts, powers of attorney, and insurance vehicles), and are available to co-ordinate our clients' estate administration. As such, we are involved in multi-generational life planning for many of our clients' families.
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