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Estate Planning

At Slater Moffat, we offer our many years of expertise in effective estate planning with an emphasis on holding and preservation of assets, reduction of taxes, creation of wills and trusts, and the ultimate disposition of one's assets. We offer the following services:

  • Qualified professional advice in applicable estate, property and income taxes laws
  • Help you prioritize your goals
  • Help structure investment activities
    • Family limited partnerships
    • Living trusts
    • Land trusts
    • Charitable remainder trusts
  • Smooth transfer of assets to succeeding generations
  • Implement your plan with professionally prepared documents
  • Periodically review your plan to keep it up-to-date