Estate Planning

An estate is about so much more than just money. It represents the hard work of family or team members, often over generations. It represents the care that people take to protect and provide for one another.

We’re here to help individuals, families, and companies with the often-difficult work of estate planning and elder care planning. Setting up affairs, protecting assets, succession and tax planning, establishing power of attorney, creating long-term wealth transfer strategies—all of this adds up to complex and significant work. We know what these decisions truly represent, and that fuels our conscientious, knowledgeable, and supportive approach.

Here are just some of the ways we can help:

  • Will Preparation
  • Wealth Preservation and Protection
  • Family and Business Succession Planning
  • Retirement Compensation Arrangements
  • Creation of Testamentary and Disability Trusts
  • Creation of Family and Inter Vivos Trusts
  • Creation of Alter Ego and Joint Partner Trusts
  • Probate Fee Planning
  • Preparation of Powers of Attorney
  • Preparation of Committee Applications
  • Preparation of Representation Agreements
  • Advice related to altering, transferring and maintaining Estate Planning Documents
Creating an estate plan, including a will, doesn’t need to be complicated, time-consuming, or stressful. Our caring estate planning team members will help you cover all of your bases with a simple, supportive process. In the end, you’ll know you did exactly what you needed to do to take care of your family and your legacy. It starts with a phone call, and ends with profound peace of mind.

Your Estate Planning Team:

Allen MacCallum

Lawyer

Rocky Kim

Lawyer

Gurpreet Rai

Articled Student

Stacey Gallie

Designated Paralegal

Linda Roll

Designated Paralegal