Service: Trusts and Estates

Trusts and Estates

With unexpected events in life, we are here to help you effectively tax plan and manage your personal assets or business for both current and future generations. 

Trusts are legal entities and are commonly created to minimize future gifting of assets and estate taxes.

We are here to help you protect your assets, strategically plan to transfer your assets, minimize tax burdens, and assist in making distributions and gifts.

Trusts and Estates Services

Filing of trust returns (T3)

► Filing estate documents

► Succession planning of personal assets and businesses

About Us

Your trusted Chartered Professional Accountants in the Greater Edmonton Area. Quality accounting, financial statements, tax services, bookkeeping, and business services that move your business forward.