The two certainties in life, death and taxes, can be uncomfortable to deal with. Proper planning with the right advisor can help ensure your estate is dealt with according to your wishes in the most tax efficient manner. At Smythe, we understand there is more to estate planning than taxes – maintaining family harmony and proper succession planning for a business are equally, if not more, important. We have the tax expertise and many years of practical experience with estate planning and family business enterprises, and pride ourselves on providing a complete range of tax services for estates and trusts.
Our Services
Our team of estates and trusts professionals has over 35 years of experience addressing the individual needs of our clients and providing valuable advice. Our areas of expertise include:
- Customized estate planning to address specific client situations
- Probate fee planning
- Advising on the use of trusts, including family trusts, alter ego trusts and spousal trusts
- Mitigating double taxation exposure through post-mortem planning
- Assisting executors/executrix or trustees in the administration of estates and trusts
- Preparing financial statements for estates and trusts
- Preparing date of death returns and other optional returns
- Preparing trust income tax and information returns for trusts
- Advising on charitable giving, including the use of private foundations.
We are here to help you with all your estates and trusts needs.
