2555 Richmond Avenue,
Preparation is invaluable when it comes to your legacy. You get to decide what happens after your passing, who receives what, how it is dispersed, who pays the taxes, if any, and so much more. In order to preserve the legacy you worked so hard for, a plan is needed. We work with clients to ensure that they are prepared before their time comes. Your legacy is not what you leave behind, it is what you pass along. Our legacy planning reflects your ideals and values that you have cultivated throughout the course of your unique life and work to do it in a tax efficient way.