Intergenerational Planning

Early planning allows a smooth transition towards your succession. We identify & implement the tools necessary for transferring assets to the next generation.

We evaluate your lifestyle and legacy assets in order to better understand what Generation 1 needs. What you don’t need or can’t spend goes to kids, grandkids, tax or charity.

Do you have a current & up-to-date will that is relevant & sustainable?

Can you transfer what you want, to whom you want, when you want, the way you want it, at the lowest possible cost?

Have you quantified your family legacy to know exactly how much you want to leave for your kids and/or grandkids?

How Haunn Landers & Co helps

Haunn Landers & Co works with the family and their advisors to ensure that the entire array of intergenerational transfer issues is addressed. The decisions regarding the transfer of material assets are consistent with values expressed in the family’s legacy plan.

To Learn more about passing on your wealth contact Haunn Landers & Co today. Feel free to call us directly, or leave us your name number and preferred time of contact and we’ll talk to you then.

Call Today   [ 905-821-8224 ]





Making a difference in our clients’ lives