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Estate Planning


When making decisions respecting your will and incapacity planning, you need the assistance of the Estate Planning team at MBZ. Whether you have established wealth which you look to shield from excessive taxation at your death, or whether you and your family are at the beginning stages of wealth accumulation, an estate plan is a prerequisite. In addition, all individuals need to address the prospect of incapacity, and ensure that a plan is in place should an incapacitating event occur.

At MBZ, we address all the concerns that arise in succession planning. These include tax concerns (Estate Administration tax, income tax, and capital gains taxes), special assets such as a family business or a cottage property, protection of children’s inheritance from a divorce claim, minor beneficiaries, and foreign property. We advise on such tools as
trusts, multi-jurisdictional wills, and domestic contracts. We work with you to plan for a minimal tax impact at death, and ensure the tools are in place to implement these strategies when the time comes.

From the simplest to the most complex estate, we at MBZ can help you find effective strategies and solutions for an estate plan that will provide security for your family in the future.

To discuss your needs, contact one of our skilled Estate Planning lawyers for prompt and efficient service.