Estate Simulation Planning

What would happen to your estate, if you died today?

How long will your assets be tied up? Given your current level of preparedness, how much tax is owed? Are you exposed to double taxation? What happens to your spouse, family and business?

We model the scenario to show you what happens.

We review your personal and corporate documents as though we were your executor. Frequently, we find out-of-date wills, a mix of insurance policies, challenges with partnership and shareholder agreements and surprise cash flow implications for your spouse. We also highlight challenges with establishing cost base on assets and problems with trusts. We create a distribution flow chart and complete pro-forma terminal and estate tax returns. Essentially, we highlight the gaps and deficiencies in your estate planning, so you have time to do something about it.

An Estate Simulation gives you peace of mind, knowing what will happen to your estate when you are no longer here.

Contact Us to learn more.