An effective estate plan is one that encompasses tax effective strategies that help deal with and protect your assets in the event of your death. At Tate Partners we are here to assist you and your lawyer with expert knowledge, to help tailor a Will that’s right for you and your beneficiaries.
A succession plan outlines who will take over your business when you leave. At Tate Partners we can help you put a good succession plan in place, so your business can transition from you to your successor smoothly. At Tate Partners we believe it’s important to plan for our clients futures.