OUR SERVICES

ESTATE PLANNING

It is imperative to comprehend how the choices you make today can affect the value of your estate. Having a well thought out estate plan is crucial to help protect and transition your assets in the way that you desire. Our team and legal experts guide clients through the emotional chapter of estate planning. Together, we work with our clients to ensure the appropriate distribution of funds to beneficiaries, a tax efficient transfer of wealth, and the creation of an appropriate legacy.  

Personal Estate Planning - Latella Bastone Financial Group

CORPORATE ESTATE PLANNING

Our team arrange an efficient transfer or dissolution of any corporate entity. We focus on reducing corporate and capital gains tax upon death through advanced legal and fiscal planning.

Corporate Estate Planning - Latella Bastone Financial Group

PERSONAL ESTATE PLANNING

We ensure that our clients have appropriate power of attorneys, mandates of incapacity and wills in place that reflect their current and future wishes. An analysis of the estate’s income statement and balance sheet also enables us to plan for cashflow and fiscal issues.

TRUSTS, ROLLOVERS & ESTATE FREEZES

Our legal and fiscal teams come together to evaluate our client’s situation. We establish whether or not they can reduce, defer or avoid taxation through the implementation of a trust, rollover or estate freeze. Ultimately, providing tangible cost-savings and tax-benefits.