Estates & Trusts

Estate and Trust Planning Services

Estates

Advance planning can help minimize estate costs!

As an executor of an estate, you have been trusted with the responsibility to prepare the deceased’s tax return and to deal with the estate pursuant to the deceased’s instructions. As the personal representative of the deceased, you need to ensure that the tax return is accurate as failure to do so could result in future re-assessments requiring more time and money.

We provide personal service to each client: from the deceased’s personal tax return to the estates final disbursement.

We can:

• confirm that all the tax returns have been filed before the year of death
• file the final personal tax return
• notify you when deadlines are approaching
• assist you in determining if a trust return is required
• schedule and file trust returns
• help you to determine if the trust has been wound up
• assist you in obtaining a Clearance Certificate from Canada Revenue Agency (CRA) showing taxes owing and any interest and penalties that have been paid on those taxes.

We have prepared many final and estate returns in our years of experience and we will work closely with you to ensure that all accounting and tax obligations are taken care of.

You will have peace of mind knowing that as an executor you will not be liable for any amounts the deceased owes to Canada Revenue Agency (CRA).

Call us and we can answer your questions and discuss your duties.

Trusts

You have an incorporated business and you would like your family to share in the growth of the business without losing control of your company. A Family Trust may be an effective tool to help you reach your objectives.

We can work with your lawyer to establish a Family Trust and we can prepare the annual trust tax returns.
Call us and we can answer your questions and discuss the potential use of a trust.