Rich Rotstein's Estate and Personal financial planning services focuses on developing tax efficient strategies that allow wealth to be transferred.

Services include:

• 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).