| Review
of family assets and liabilities |
| | |
| Review
of will |
| | |
| Assistance
with valuation of business interests and other assets |
| | |
| Advising
on the tax implications of transferring assets to family members, during lifetime
or on death |
| |
| | |
| Review
of insurance needs |
| | |
| Advising
on insurance strategies to fund taxes on death and minimize taxes on death |
| | |
| Planning
to reduce probate fees |
| | |
|
Implementation of estate plan to reduce taxes and preserve wealth |
| | |
| Ongoing
monitoring of estate plan |
| | |
|
Income splitting among family members through the use of corporations and trusts
|
| | |
| Compliance |
| | |
| Terminal
tax filings in the year of death |
| | |
|
Ongoing estate tax filings |
| | |
| Wind-up
of estates and obtaining final clearances |
