Estate Tax Planning Accounting

Estate Tax Planning

At S & W LLP Chartered Professional Accountants, we offer estate planning services to help pass on your inheritance to your family or trustees when death occurs.

An estate is commonly referred to as any valuable assets that the deceased possessed, such as real estate, investments, insurances, antique items, etc.  We will sit down with you and help you understand what needs to go into your estate tax plan.

We will walk you through everything you need to know including fees and timelines. Check out our Ontario probate calculator for an idea of the probate fee rates here in Ontario. We’re happy to provide more information during our personal consultations.

Estate Tax Planning Services

 

At S & W LLP Chartered Professional Accountants, we offer estate planning services to help pass on your inheritance to your family or trustees when death occurs. An estate is commonly referred to as any valuable assets that the deceased possessed, such as real estate, investments, insurances, antique items, etc.  We will sit down with you and help you understand what needs to go into your estate tax plan. We will help you create your will, name an executor of your estate that will oversee the terms of your will, and set up trust accounts in the name of your beneficiaries. We will also update beneficiaries on your IRAs, 401(k)s, and life insurance policies. We can even help establish a guardian for living dependents, set up a power of attorney, and help set up funeral arrangements.

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We are Professional Estate Tax Planners

We will help you create your will, name an executor of your estate that will oversee the terms of your will, and set up trust accounts in the name of your beneficiaries. We will also update beneficiaries on your IRAs, 401(k)s, and life insurance policies. We can even help establish a guardian for living dependents, set up a power of attorney, and help set up funeral arrangements.

Our Services

We will help you create your will, name an executor of your estate that will oversee the terms of your will, and set up trust accounts in the name of your beneficiaries. We will also update beneficiaries on your IRAs, 401(k)s, and life insurance policies. We can even help establish a guardian for living dependents, set up a power of attorney, and help set up funeral arrangements.

We are Professional Estate Tax Planners

We will also update beneficiaries on your IRAs, 401(k)s, and life insurance policies. We can even help establish a guardian for living dependents, set up a power of attorney, and help set up funeral arrangements.

Our Services

If you have any measurable asset base, it’s never too early to start estate planning as it is an ongoing process. Our team will help you and your family along every step of the way to ensure everything is in order and result in a proper estate plan that won’t bring your family any unwanted financial burdens when you pass away.

S&W LLP CPA’s Tax Planning Services

S&W CPAs offers a wide range of tax planning services. Whether you’re a an individual or a small business, our dedicated team will make sure your taxes are prepared accurately and cover all aspects personally relevant to you. Contact us today, to discuss your specific tax planning or tax accounting needs. 


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