Trusts and Estates in St. Catharines
The best way to make sure that your beneficiaries are secure and taken care of financially is with proper trust and estate planning. J Boey: CPA’s financial experts specialize in trust and estates administration. We’ll work alongside your beneficiaries, lawyers, and insurance providers so you can be confident that your financial decisions today will be respected in the future.
Contact us now at (905) 938-0808 for more information on the services we provide.Call Now
J Boey: CPA’s Trust and Estate Services
We’re a full-service company that provides unparalleled trust and estate services. Our professionals can help you with all aspects of trust and estate law. Some of our services include:
- Fiduciary income taxes
- Estate taxes
- And much more!
Preparing Your Trust and Estate
We have experience assisting our clients with all different sizes of trusts and estate accounts. We’re familiar with all the common issues that arise. More importantly, we know how to solve them. For your convenience, we’ve created a short list of things that can help you prepare for a consultation with one of our team members.
Records and Documentation
Make sure that you’re keeping records of every transaction and bank statement associated with your account. This will make it easier to track your activity and clarify financial questions later on.
We suggest that you make a list of the open accounts you have. Together we’ll analyze them to assess which ones are most beneficial and which ones can be closed. Having fewer accounts means fewer headaches during asset transfers.
Document Your Assets
Having an inventory of your assets allows there to be attribution of value on them which will be advantageous for your beneficiaries.
The Function of the Executor of Estate
There’s a difference between your estate executor and your beneficiary. An estate executor performs important tasks and should be a responsible choice. They can be selected or appointed. A beneficiary, on the other hand, has been chosen to inherit or receive assets of financial gain. Here are some of the tasks an executor of estate may have to do:
- Paying estate balances
- Signing off on vehicle sales or ownership transfers
- Closing bank accounts
- Selling real estate
- Making transactions
- Filing estate tax returns
Whether you are a beneficiary or an executor of estate, our team of accountants are here to help you allocate your financial wealth wisely. With us, you’re in good hands.
Experienced Trust and Estate Planners
Our knowledge and experience make us the go-to source for sound financial consulting in the area. We are a dedicated, passionate team of qualified professionals who are looking out for your best interests. Our extensive knowledge of tax codes and regulations mean you’ll get expert advice on your trust and estate planning services. Having a well-orchestrated plan in place can prevent arguments and future disputes with your family.
Contact Us Now for the Best Estate Planning in St. Catharines
Safeguard your wealth for your children, grandchildren, and loved ones. Our trust and estate specialists will work closely with you to put an effective plan into action for the preservation and transfer of your assets.
If you have any questions or concerns about our tax and estate planning, don’t hesitate to contact us. Call us today to book your professional consultation!