Trust & Estate Tax Returns
Are you considering Estate planning? Are you the Executor of an Estate or Trustee of a Trust? Do you know your responsibilities and obligations as an Executor or Trustee?
We can help with :
- Preparation of your trust returns and T3 slips for payments to beneficiaries
- Minimizing estate taxes & probate taxes with various trusts
- Assist executors or trustees in the administration of the estate or trust
- Preparation of financial statements
- Preparation of final date of death returns along with optional returns to minimize taxes and,
- Preparation of the income tax return of the trust.
At Plett and Associates we are here to help and guide you through the process.