Estate and Transfer Planning

We are actively involved with clients in formulating an estate plan, drafting wills and trusts, establishing private foundations and implementing sophisticated wealth transfer and charitable giving strategies. Our estate planning and legal services are generally provided by Leilani Kagan of Thompson Dorfman Sweatman LLP*. We act as a trusted advisor to clients on a broad range of financial and tax-related matters.


*Worldsource Financial Management Inc. (“WFM”) is a separate legal entity from Thompson Dorfman Sweatman LLP. WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.

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