There are a multitude of factors to consider when entering the realm of Estate & Tax Planning. The tax rules must be given special consideration with estate planning strategies to minimize taxes upon your death and to leave as much of your estate in tact to pass on to your heirs. Please consider the following:

  • What steps can you take to minimize probate fees?
  • What role does your will play in all of this?
  • Have you considered establishing a family trust?
  • Can an "alter ego" or joint partner trust" be an integral part of your estate plan if you are 65 or older?
  • Is an Estate Freeze right for you?
  • How much Life Insurance is enough and how should it be structured?
  • Where will charitable gifts and bequests fit in?
  • What will happen to my business and will my succession plan work?


The Tax & Estate Planning professionals at Macnaughton & Ward Financial can help you answer all of your questions and help you develop a proper estate plan to minimize your taxes upon your death.

Complete the Financial Security and Estate Planning Check List

Contact our office today, to connect with a financial advisor regarding your Tax & Estate Planning needs.