403-327-3101 info@woodmanwhite.ca

Estate Planning

At Woodman White & Associates we understand that planning for your retirement and estate can be a daunting task that is often avoided.  Our team of experienced professionals can give you the tools and advice you need to make the best choices for you and your loved ones. We work alongside you with other professionals such as your insurance advisors, investment advisors, bankers, and legal counsel to ensure that you achieve the best possible planning given your circumstances and ongoing ability to improve those circumstances.  Let our team:

  • Prepare a personal statement of net worth
  • Provide tax advisory on an effective financial and retirement plan that works for you
  • Review your will

The team at Woodman White & Associates has the knowledge and experience to tackle your Estate Planning at any level. Make an appointment to meet with us today.

This service is an outcome of both our Tax Advisory and Income Tax Preparation services; the team at Woodman White & Associates is happy to serve all of your financial needs.

Contact us for more information