Need to share assets with your family and minimize tax?
Are you writing a will? Unsure of where to start?
I have become an executor! Now what?
Family Trust Experts
Family Trusts are often established to help families share and transfer assets while still living. However, they can be confusing and difficult to plan without the help of a team to guide you through the process. There are many reasons to establish a Family Trust such as sharing family wealth, minimizing tax, helping pay for children to attend school, and charitable giving.
Detailed Estate Planning
You have worked hard all your life to build what you have, and you want to ensure your assets are protected today and tomorrow. We can help provide peace of mind when it comes to your estate and transferring your personal or business assets. We will work with you to build a comprehensive estate plan that will protect the needs of you, your family, and the next generation.
We are here to help!
Being asked to be an Executor is one of the greatest possible honors you can receive, however, it can require an enormous amount of work. Most Executors will need the support of both lawyers and accountants to get the job done properly. As experts we understand the duties required of an Executor from firsthand experience, and it’s important to us that you understand them too.
How can we help?
Family Trust Planning
T3 Tax Returns (Family Trust and Estate Returns)
Final Tax Return Preparation
Estate Tax Planning
Executor Advisory Services
Statement of Accounts
Meet the Team
CPA, CA, TEP
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