We strive to effectively assist you in achieving your estate planning goals with dedicated, personal and skilled legal representation. IWM works with you, your legal and tax advisors and corporate trustees to help establish an estate plan that is efficient, orderly and structured with your goals as the primary focus. Most of all, we value what your intentions are, what is important to you and the legacy you want to leave. Our collaborative approach ensures a truly seamless integration of various disciplines under one umbrella
Sound planning is the foundation for a successful outcome. A proper estate plan protects you during your lifetime and ensures that your assets transition in accordance with your wishes and in alignment with your values. In order to assist our clients in this process, we’ve developed strategic relationships with estate attorneys, CPA’s and corporate trustees.