Trusts and estates are complex. Planning ahead offers greater privacy and control. An informed and professionally designed plan helps to ensure assets are secure which is an essential part of an overall financial plan.
Our professional team has the expertise to find opportunities to minimize or defer taxes, utilizing the latest techniques available, based on the changing complexity of estate and trust tax laws.
Estates & Trusts Services
- Estate and succession planning
- Family trusts
- Estate administration, accounting and settlement
- Investment planning for capital retention
- Selecting trustees and administrators
- Advising on drafting of wills and trust agreements
- Trust administration and trust return preparation
It’s important to plan for the future. MDP collaborates with individuals, business owners, executors, trustees, and other related parties to provide extensive estate and trust consulting services.