Trust Estate and Succession Planning

Our Tax Consultants can work with you and your family to create and implement an effective transition of business and personal wealth. Having a comprehensive estate and succession plan in place enables clients to reduce their income taxes, fees and other costs.

We offer the following services to help meet your needs:

  • Tax compliance
    • Year of death returns
    • Filing deadlines
    • Estate tax returns
  • Tax compliance and planning for family trust returns
  • Business transition services
  • Estate planning including structuring estate freezes
  • Trust and will planning
  • Post-mortem planning to avoid double taxation
  • Charitable gift planning