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Estates and Trusts with MW&Co

At MW&Co, many of our clients want to look after their loved ones even after they are gone. We have considerable experience in creating and managing estates and trusts that ensure your assets go to your beneficiaries, not to the CRA. Our team helps trustees and executors sort out the essential financial paperwork and tax returns involved in creating trusts and dealing with probate, often saving thousands of dollars in the process.


Estate planning and accounting from MW&Co


Planning your estate well in advance ensures that your financial affairs are in proper order and fulfills your goals for looking after family, friends and business both in your lifetime and beyond. Proper planning minimizes both costs and taxes, and eases stress on your family at a very difficult time for them.


Making a will is just the start; your estate planning should include reducing taxes, transfer of assets including any real estate, businesses, investments, insurance policies, and funding any special requests or bequests. Unless you have a plan in place, the CRA could be the chief beneficiary, not your spouse, children, friends or chosen charity.

 

Financial Trusts from MW&Co

 

Trusts are important parts of estate planning, allowing you to transfer an asset to a trustee who looks after it on behalf of the named beneficiary. So, you can 'ring fence' money for your children, reduce the value of your estate (and therefore your tax liability and probate fees), defer capital gains, and all sorts of other useful ways to preserve assets. We can help with a wide variety of trusts, including lifetime trusts, testamentary trusts, alter ego trusts, charitable purpose trusts, joint spousal trusts, and non-resident trusts. Whatever you wish to do, there is usually a type of trust to cover your wishes.

 

For more details on setting up estate and trusts, call us at 519-539-6109 (WDS) or 519-485-2350 (ING).
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