Estate Planning, Distribution & Taxation

Efficient planning of estates involves a keen understanding of the tax consequences. Let me help construct a plan to reduce the tax consequences and maximize the value of the estate for your beneficiaries.

Execution of a will and estate distribution is often an anxious time for those involved. While a lawyer can guide you through the process, as an accountant, I can organize disbursements and expenditures, prepare final taxes and organize paperwork required to obtain a clearance certificate from CRA. Remember that monetary losses as the result of errors in estate distribution can leave an executor personally liable. Putting the process in the hands of professionals can alleviate any such concerns.

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