ESTATE PLANNING & ADMINISTRATION SERVICES

Estate planning raises many financial and emotional issues. However, if these issues are not considered on a timely basis, they could result in significant financial loss and emotional distress. In many cases, these taxes can be minimized or eliminated with proper planning and effective use of tax reduction strategies.  

During the planning process, ACTH assesses the multiple impacts of income taxes and probate fees on an estate and suggests strategies to minimize the effects of these costs. In addition to tax minimization, an estate plan ensures that assets will pass in accordance with your wishes.

Estate planning and compliance services that ACTH can provide:

• Planning and consultation on the use of trusts
• Review of how title to property is held to take advantage of tax savings and ease of administration of an estate or trust
• Annual review of estate plans to determine whether they conform to current situations and needs
• Preparation of federal and provincial estate tax returns

Most people don't realize how financially complex their lives have become until they sit down to organize their affairs through the estate planning process.

ACTH can assist you in this daunting process and help you understand and organize your financial affairs in an efficient and productive manner.