Beyond a will and power of attorney, we consider how your assets are structured. Transferring assets to your spouse, children or a charity upon death requires planning. Depending on your goals, there are several tax-efficient ways to structure your estate.

The financial security advisors at Howe Harrell & Associates work with clients to start this process early, considering things such as:

  • Naming beneficiaries
  • How to properly transition a cottage property to help reduce taxes
  • Assisting with corporate buy-sell agreements 

For family business owners, we discuss options for estate equalization (should some children not want to be involved in the company), or how to fund a transition from one generation to the next.

We engage your tax and law professionals when necessary to help create the appropriate plan for our clients and their families.