Estate planning is an ongoing process. It maximizes your property during your lifetime, and provides an effective transition of your business and personal assets to your heirs.

Estate planning goes hand in hand with tax planning. Derrek Fahl and Mark Dolan are experienced in retirement, succession and estate planning. They can provide tax advice on rollovers, estate freezes and other techniques to minimize the impact of taxes on your estate.

Wills are an important part of the estate planning process. Whether your needs are straightforward or complex, we can help you make the right choices. We can also assist with Powers of Attorney and other specialized tasks, including family trusts.

The administration of an estate can be a difficult task for the surviving family. We will provide the level of assistance required, from general advice to complete preparation and filing of probate materials.

Call Derrek, Mark, Janel Heintz or Jamie Nykolaishen to assist you with your needs.