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SERVICES

~ Individual and Family Tax and Estate Planning Consultations 

~Consultations on Best Current, and tax efficient ways, to Donate to your Favorite Charities

 

~Consultations on the  Duties of an Executor, and making personalized Final Arrangements     

Frozen Berries
Senior Couple Doing Yoga

~~~ENJOYING ESTATE PLANNING PEACE OF MIND ~~~

 
JUST SOME OF THE  RESULTS OF EFFECTIVE
ESTATE PLANNING :
Substantial savings in Income Tax and B. C. Probate Fees 
 PLUS Planned Estate  Distribution  PLUS complete and up-to date Wills, Power of Attorney and Health Representation Agreements PLUS the best tax positions overall PLUS your exact choices in Beneficiary designations and after-tax estate distribution amounts  
EQUALS:  Peace of Mind
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