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Estate Preparation & Planning Consultants: Leslie Neufeld, Amy Simonson, & Chelsey Stock.

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. Other services include:

  • 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

 

Questions?

Contact your trusted Stark & Marsh Advisor or an office close to you.

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