WBM can help you and your family by ensuring that you have a sound estate and succession plan in place for your needs. This is important as the estate and succession plan should assist in minimizing your income taxes and other costs. You can trust us to help you take care of:
Trust, Estate and Succession Planning
- Trust and Will planning
- Tax compliance/planning for your family trust
- Compliance for your estate and beneficiaries
- Estate planning
- Structuring estate freezes
- Charitable gift planning
- Business succession planning