Succession & Estate Planning

A particular focus of our services is in the areas of estate planning and succession planning. We believe that it is never too early to plan for the future and that the best succession plans are those that evolve and change with you over time. To this end, our services in these areas include:

• providing written reports on your asset structures and recommendations as to restructuring your affairs to best provide for your needs in retiring from your business or passing your assets on to the next generation
• preparation of wills
• preparation of financial (enduring) powers of attorney
• preparation of medical powers of attorney

We have particular expertise in farm succession planning and are happy to travel to you to discuss your needs.