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Overview
Our tax advisors can work with you and your family to plan an effective transition of your business and wealth:
Tax compliance for estates and beneficiaries, such as year of death returns and 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
We will prepare the T3’s if necessary
Bare trusts are becoming more frequent for parents who own property with children jointly.
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