Tax and Estate Planning

The collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law. Some of the major estate planning tasks include:

• Tax Planning (Capital Gains, Dividends, Pension Splitting)

• Final tax returns for both individuals and trust

• Setting up a trust

• Estate Plans

• We establish tax exempt estate