Deciding what to do with your assets now and after you're gone is vital to ensuring the well-being of the people and things you care about. At Goodman & Company, our experts can help you through these important personal decisions and ensure that your wishes are carried out as you intended.

There's much more to estate planning than having a will. Making arrangements for your assets now and in the future can involve setting up trusts to support your children, sheltering your estate and finding tax-saving opportunities through gifts to family and charities.

Our estate planning services include:

• Reviewing wills
• Setting up trusts, such as revocable and irrevocable trusts and special-needs trusts
• Planning for education and retirement needs
• Business succession planning, valuations and buy-sell agreements
• Developing insurance and gifting strategies
• Preparation of estate and gift tax returns