Trust and 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.

– Tom Gaskell

FAMILY TRUST EXPERTS

Family Trusts 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

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. 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 We Can Help:

Family Trust Planning

Executor Advisory Services

Estate Freezes

Statement of Accounts

Estate Tax Planning

T3 Tax Returns (Family Trust and Estate Returns)

Final Tax Return Preparation

Blog Posts

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