Rolfe, Benson LLP Chartered Accountants - estate tax planning

By: Rolfe Benson LLP - Chartered Accountants  09-12-2011

This topic covers a variety of matters that we undertake for our clients including the following:

  • Reviewing the overall financial picture of your affairs including corporate and personal matters.
  • Gathering a team of professionals including, lawyers, insurance advisors, investment advisors and bankers to structure your affairs on an efficient basis to meet the needs of you and your beneficiaries.
  • Outlining a specific plan appropriate for your needs.This plan may be changed over the years but will form the basis for your overall estate plan.
  • Implementing this estate plan utilizing the skills of the various advisors.
  • Constant review and monitoring of this plan to adjust for any changes specific to your circumstances.

The first step is to arrange a meeting with one of our professionals to start the process.

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