Planning For All Stages in Life
We know that you’ve worked hard to provide for yourself and your family to ensure they have a great future ahead of them. Our professional team of Certified Professional Accountants serving the Toronto area will help make sure that your wealth and assets are sufficiently protected for those you love. After all, you’ve spent a lifetime building your business for your beneficiaries. Let us help you make the most of your hard work. You’ve earned it.
Estate Tax Planning Services
Planning For All Stages in Life
We know that you’ve worked hard to provide for yourself and your family to ensure they have a great future ahead of them. Our professional team of Certified Professional Accountants serving the Toronto area will help make sure that your wealth and assets are sufficiently protected for those you love. After all, you’ve spent a lifetime building your business for your beneficiaries. Let us help you make the most of your hard work. You’ve earned it.
Planning for the Future
Having served the Toronto area for nearly a decade with a well-diversified team of professionals, we can help your financial goals be realized. Whether it is choosing who will have control over your estate, determining the proper method for your beneficiaries to receive funds (trusts, estate freezes, rollovers, etc.), or implementing a robust tax strategy to minimize taxes, our team has seen it all.
Determining Your Goals
Our Chartered Professional Accountants are here not only to provide unparalleled tax services, but we are also here to listen to your desires, your goals, and your visions for your estate–as well as your post-retirement plans. This starts with hearing your desires and wishes for your estate, as well as analyzing your business to understand its liabilities and strengths when it comes time to transfer your assets accordingly. Because such a significant transfer of wealth will have a ripple effect on those close to you, we ensure your hopes and goals are adequately heard and taken into consideration through the entire planning process
Guiding You Every Step of the Way
While systematic tax planning for future purposes does require a large amount of work up front, our dedicated team refuses to stop there. During your estate freeze, asset transfer, estate planning, or however the case may be for the entailment of your estate’s goals, our team will continue to give you strong advice and reports on your business throughout the entire process. This is to warrant that you, as the valued client, are always informed and educated on our processes to confirm that your wishes for your business are indeed being met. Although we come up with creative and robust solutions for your estate, it ultimately is still your business we are dealing with, and we respect that.
Frequently Asked Questions
Is it ever too late or too early to plan your estate?
While there are common periods in life when this is a more important tax issue, as long as you understand your goals and wishes for your estate, business, and beneficiaries, there really is no improper time to plan for the future.
I have heard multiple terms, such as Executor, and Personal Representative, being used when it comes to who will look after my estate. Are those all the same roles?
Technically speaking, yes. Both Executor are used interchangeably to denote the person who is appointed to look after your estate.
Does it really matter if I have a will in place? Won’t my family be able to take over the business without things getting complex–and expensive?
While it is correct that if you pass away without a will (intestate) the Ontario Succession Law Reform Act does indicate that your next-of-kin is to receive your estate, this can still create many problems in the future–especially when it comes to tax consequences. Not facilitating a solid tax strategy can end up costing you much, much more than hiring one of our trusted CPAs to help avoid unnecessary tax consequences. Trying to navigate the Income Tax Act or to plan your business’s future–and your own–without the help of a Chartered Accountant is a decision that may be doable, but it carries substantial risk.
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