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Estate Planning

From a plan to transition assets to family members to the difficulties that surround the final filings of a family member, we can help you navigate these complex and difficult areas. We have the resources in place to help make decisions that minimize tax and get you and your family to the place that you want to be.

  • Section 85 rollovers
  • Corporate estate freezes
  • Transition plans
  • Final T1 tax returns
  • T3 trust income tax preparation
  • Request for clearance certificates

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