Personal Estate Planning

We’ll take the time to learn about your goals and needs so you can save on taxes as well as take care of yourself and your family.

We’ll guide you through estate planning with the following services:

  • Reviews of family assets, liabilities, insurance and wills
  • Advice on transferring assets to family members
  • Creating and monitoring your estate plan
  • Filing taxes in the year of death
  • Winding up estates

If you are in the North Okanagan, and need help with accounting, tax or planning for estates or trusts, contact the Chartered Professional Accountants at Clark, Robinson in Vernon today. (250) 545-7264