Estate Tax Planning and Trusts

Estate Tax Planning and Trusts

Suitable estate tax planning and preparation is crucial for a number of reasons. It ensures the transfer of assets to your beneficiaries, provides stability for surviving family members, and helps reduce the taxation burden during the shifting of the estate. This is relevant to both personal and business transitions.

When you met with your legal or investment professionals to set up your estate documentation, that was only the first part. Proper estate tax planning is very important, as is succession planning for a business to ensure a smooth transition for the business. Bevan and Partners Chartered Professional Accountants (CPA) have been assisting our clients with their estate tax concerns since 1950.

Precision and Timeliness With Experience

It is essential to file your estate tax documentation with the Canada Revenue Agency (CRA) accurately before the filing deadline. Our accounting firm’s Chartered Professional Accountants keep informed on the latest estate taxation regulations to ensure accuracy when filing estate returns, date of death returns or even preparing financial statements for trusts or estates.

Our Services

Our estate tax services include, but are not limited to:

  • Retirement planning
  • Compiling and filing the T3 estate and trust return
  • Completing and filing the date of death personal tax return for the decedent
  • Assemble and file the final T1 return for the decedent

You can learn more about our estate services by contacting our team today.