Trusts and Estates
Effective trust and estate planning ensure that your beneficiaries are secure and financially taken care of. Meeting with an accountant who specializes in trusts and estates administration can prepare your asset transfer in advance, making it a quicker process for your beneficiaries.
At J Boey, CPA, we work with you, your beneficiaries, your attorneys, and insurance agents to make sure there is an appropriate plan created.
Contact us now at (905) 938-0808 to get started.Call Now
Located in St. Catharines servicing St. Catharines, Niagara Falls, Welland and surrounding areas
An Accountant for Trusts and Estates
The accountants at J Boey, CPA are specially trained to interpret and apply specific tax codes on a case by case bases. It is for this reason that our experience is so highly sought after by other professionals working on estate planning.
Trusts and estates have tax issues that require a professional accountant’s expertise. Any mistakes made could affect generations of your friends and family. Thankfully, we are only a phone call away.
We Make Estate Planning Easy
With us, estate planning is a straightforward process. We make sure your trusts are well-organized from the very outset. This gives beneficiaries the chance to see exactly where their money has gone.
We will advise you on the consolidation, opening, or closing of accounts, and steer your financial journey down the most cost-effective path.
We Assist the Executor of Trust
Are you the executor or executrix of a trust?
For those who are unfamiliar, an executor of trust is someone who has the authority to act and distribute the estate on behalf of someone else. The executor is trusted with performing a variety of tasks, from closing accounts to filing estate tax returns.
We have experience in assisting executors in managing large trusts and estates. With us by your side, your time as executor will be stress-free.
We can assist you in matters related to:
- Making transactions
- Selling real estate
- Paying estate bills
- Signing off on vehicle sales or ownership transfers
Our team of dedicated accountants can not only help an executor of estate access the estate but also provide short and long-term advice on investing and distributing its contents. We also help to ensure that all accounts are properly settled and closed to avoid later implications.
Ask us Anything About Trust Accounts
There are two main types of trust accounts: Living trusts and testamentary trusts. The main difference is that living trust are created during your lifetime, whereas testamentary trusts are created after your death.
Whether you’re trying to navigate problems associated with a living or testamentary trust, we are the team for you.
Here is some information on our areas of expertise and how they can benefit you.
We’ll assist you with the paying of bills, and we’ll thoroughly review any relevant financial records. What’s more, we’ll even plan fiscal reports and statements.
Fiduciary Income Taxes
With us, you can rest easy knowing your taxes are fully compliant and well-prepared.
Speak with the Tax and Estate Planning Professionals Today
Our accounting experts are waiting to hear from you. Call (905) 938-0808 today to learn more about tax and estate planning.