Tax Services
Trust, Estate, and Succession Planning
Protect what you have built and plan how it transfers.
About This Service
The transfer of wealth from one generation to the next, or the winding down of an estate after a loss, is often the most tax-intensive event in a family's financial life. With proper planning, significant tax can be deferred or avoided. Without it, the government becomes a much larger beneficiary than you intended.
Who This Is For
Business owners thinking about eventual succession, individuals with estates or family trusts, and families dealing with the estate of a deceased person.
We are responsive and will get back to you.
What We Provide
Everything included in this service.
- T3 trust income tax return preparation and filing
- Estate income tax returns (T1 for the year of death, and for the estate period)
- Family trust setup advice and ongoing tax compliance
- Business succession planning from a tax and corporate structure perspective
- Lifetime Capital Gains Exemption (LCGE) planning for qualified small business shares
- Estate freeze strategies for business owners
- Advice on the use of holding companies in estate planning
- Coordination with legal advisors on will and trust structures
Why Work With Us
Avoid the most common and costly mistakes in estate and succession planning
Reduce the tax on the transfer of business ownership significantly
Protect family wealth across generations
Coordinate tax and legal planning so the structure actually works
Get Started
Ready to talk about trust and estate?
Request a consultation and we will review your situation at no charge. We agree on fees in advance, so there are never any surprises.