Trusts and Estates

Real File CPA can assist you transfer businesses and assets to family or beneficiaries, whether in your lifetime or upon your death, always planning to preserve wealth and pay the least amount of tax.

Trusts and estates are often used to minimize taxes while offering other financial benefits if planned ahead. Likewise, the process of transferring assets to beneficiaries can be fast compared to relying on a will. Other benefits include the ability to determine terms and distribution of wealth, wealth protection, and privacy.

Our trust and estates services include:

  • Inter Vivos and other Family Trusts
  • Spousal Trusts
  • Disability Trusts
  • Trust provisions
  • Incentive based wealth transfers

As of January 2017, taxation rules and regulations for trusts and estates have been updated by the Canadian government. It is important to be up to date with these changes as they can affect your current plans.  We are well informed on current tax regulation regarding trusts and estates, and we are ready to help you plan the best strategy for your needs.