For most people, minimizing financial risk and protecting their wealth becomes critical when they begin to plan for their future. Effective wealth management requires careful planning, especially if you want assets to remain within your family. The best way to guarantee this is to engage in proactive estate planning with the assistance of an experienced estate lawyer.
Effective estate planning involves far more than just preparing a will or a power of attorney. While those documents are an integral part of planning for the future, you must also think about your immediate and long-term objectives, the needs of your children and/or loved ones, and how you may want to provide for them going forward, if at all.
Common questions and concerns that tend to arise include:
At NULaw our experienced estate lawyer, Lex Arbesman, helps clients obtain clear answers to these and many other pressing questions, and provide practical, strategic guidance on all estate planning and trusts matters.
At NULaw we understand our clients have unique and specific wealth protection needs. We are committed to crafting personalized, effective solutions for clients, based on their particular circumstances and objectives. We can help you define and achieve your goals and ensure your estate plan evolves as the needs of you and your family change. Working in conjunction with your accountant, we can minimize your tax obligations and maximize wealth transfer to your beneficiaries. We can also help minimize future litigation amongst heirs.
Lex has extensive experience in all areas of trust law, including family trusts, estate freezes, inter-vivos trusts, testamentary trusts, alter-ego trusts, and joint spousal trusts. We also offer dual wills for business owners and Henson trusts for disabled family members. We are available to act as a trustee, offering comparable or better value than that of a trust company.
Contact NULaw in Toronto to obtain proactive legal advice and plan your intergenerational wealth retention strategy. Wevprovide unparalleled personal guidance for all your estate planning needs. Understand your options, minimize your legal and financial risks, and protect your loved ones. Contact us online or at 416-481-5604 to book a consultation today with estate planning lawyer Lex Arbesman.