Planning is everything
Have you chosen or been chosen as an executor? Do you have a will? Beneficiaries? Will you need a trust account setup for a disabled child? All of these questions can be very important to your future and that of your loved ones.
If you are an executor we can help ensure that you discharge your duties to the estate correctly and in the following ways: file the final personal tax returns of the deceased, determine if an additional trust return is required, assist in setting up trusts that may be required as a condition of the deceased’s will, advise you regarding the best use of estate donations and other matters which may arise through the course of settling an estate.
If you haven’t already, it’s never too early to begin planning your estate – we can assist with answering questions and providing additional resources, and in helping you design your estate in at tax efficient manner. Do you need a Henson Trust or a family trust setup? We can help you out. Are you discussing your estate with your investment advisor or family lawyer? Don’t forget about the potential tax consequences of your decisions. Make us part of your planning process.