Wills & Trusts

Estate Planning​
  • Final Income Tax Returns
  • Rights and Things
  • Deemed Disposition of Capital Property
    • Spousal rollover of RRSP/RRIF's​
  • Estate Clearance certificates from the CRA
  • Help with estate planning and setting up trusts for beneficiaries (children) so that taxes that would otherwise have been payable can be deferred for the lifetime of the beneficiary.

I have a friend who is an estate lawyer and can help with complex estate returns.


Please feel free to contact me regarding any of your accounting, bookkeeping or income tax needs.