David Burke's Estate and Personal financial planning services focuses on
developing tax efficient strategies that allow wealth to be transferred.
- Estate planning, including "estate freezes", to ensure that the impact
of taxation on asset transfers is minimized
- Family budgeting and planning to meet future financial goals,
- Co-ordinating with other professionals to ensure that your specific
needs are met, and
- Resolving estate beneficiary disputes.
We work with you to develop a plan and thereafter assist with its
implementation — (focusing on the achievement of your goals).