Tax Planning and Estate Trusts
Legal strategies for those who would like to protect and preserve inheritances for spouses, children, or beneficiaries with disabilities. We will explore your unique situation and discuss which strategies will meet your estate planning goals while minimizing taxes and ensuring your loved ones are well provided for.
Related Resources
General Tax information for Estate Trustees
An estate trustee (commonly referred to as an ‘executor’) is responsible for filing income tax returns of the deceased including…
Young Beneficiaries – Information for Parents and Estate Trustees
Did you know that a child under the age of 18, referred to legally as a minor, is actually not…
Tips for Saving Probate Fees
What Is Probate? Probate is the process of having an individual appointed by the Court as an Estate Trustee (also…
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