Estate & Trusts

The goal of trusts and estate planning is to develop a practical financial plan that will protect, grow, and preserve wealth and assets and transfer it to future generations with minimal tax consequences. We understand that estate planning and dealing with taxes upon death are difficult but crucial activities to prepare for. You can trust us to handle your needs in a professional and efficient manner. We can help reduce the burdens of planning and completing the necessary filings that occur upon death. We take the time to listen and learn about your family’s situation and needs to develop the optimal estate plan. In collaboration with lawyers, life insurance agents, and trusts officers, we can help maximize tax saving opportunities to protect your hard earned assets, leaving more for those who matter most.

Estate Planning services we offer:

  • Estate planning for individuals
  • Preparation of estate and trusts tax returns
  • Preparation of trusts distribution slips (T3 slips)
  • Business succession planning
  • Assistance with trusts set-up and advise (bare trusts, spousal trusts, family trusts, testamentary trusts)
  • Income taxes at death
  • Dissolving of trusts
  • Disposition of beneficiary interest in certain trusts