October 24, 2017
Benefits of Planning

Our Trust, Estate, Agency, Guardianship, Foundation and Tax & Accounting services can be used in the following ways:

  • To manage assets for a spouse or child who is unable to do so
  • For tax planning and income splitting
  • To freeze an estate to minimize capital gains and access capital gains exemptions
  • To hold private company shares in trust for succession purposes
  • To protect assets
  • For planned charitable giving
  • To reduce probate taxes
  • To keep an arrangement between a settlor and beneficiary confidential
  • To create a flexible and creative plan
  • To provide for a beneficiary with special needs
  • To provide for a new spouse and children from a previous marriage at the same time
  • To make sure all tax returns and financial statements are prepared and filed properly