sERvices
ESTATE PREPARATION AND PLANNING SERVICES
When a close family member or friend passes away, ensuring their financial affairs are handled appropriately can be an overwhelming task. Our estate preparation and planning team offers efficient professional services and advice to enable you to plan the transfer of assets to beneficiaries, while minimizing tax consequences.
- Preparation of Terminal and Rights or Things Tax Returns
- Advice on transferring assets
- Preparation of Trust Tax Returns
- Advice on family trusts
- Assistance in gathering information for the preparation of the probate application
- Correspondence with other professionals, including lawyers, appraisers, investment brokers and financial institutions
- Applying for the Clearance Certificate
External Resources
Learn more about our Tax and Compliance Services.
MEET THE TEAM
Leslie Neufeld
CPA, CA, Partner
Amy Simonson
CPA, CA, MPAcc, Manager
Chelsey Stock
CPA, CA, Partner
The Family Enterprise Blueprint
The Family Enterprise Blueprint
Whether your family business is in its first or fourth generation, this conversation offers practical insights to help you plan with clarity and confidence.
Selling Farmland and The Importance of Pre-Planning
Selling Farmland and The Importance of Pre-Panning – When farmland changes hands, it is often one of the most significant financial transactions a family will make.
Understanding the Canada Disability Benefit: Eligibility and Application Guide
Understanding the Canada Disability Benefit: The Canada Disability Benefit (CDB) is a federal initiative aimed at providing financial support to low-income Canadians with disabilities, enhancing their financial security and well-being.