Estate Advisory

Navigate finances and taxes associated with estates with ease with the help of Dynamic Accounting along with your lawyer.

Whether you require assistance drafting a will in conjunction with your lawyer, establishing a trust, or navigating a tax-efficient wealth transfer, Dynamic Accounting is here to guide you through every step to simplify the process. We are experienced in both accounting and tax services to ensure we provide the best estate advisory support.
 

You can contact Dynamic Accounting today to find out more about our estate advisory services.

 

Why Estate Planning Matters

Without a well-structured estate plan, your assets may not be distributed as you intend, and your beneficiaries could face unnecessary taxes and legal hurdles. Effective estate planning ensures that your finances are protected and your wishes are honoured. When creating an estate plan with an accountant, you can minimize tax liabilities and secure your family’s financial future.

Our Estate Advisory Services

Trusts

Trusts can be an effective tool for managing and transferring wealth, protecting assets, and reducing tax liabilities. We guide you through the process of setting up different trusts, including family trusts, charitable trusts, and special needs trusts.

Estate Taxes

Estate taxes can significantly reduce the value of your estate. Dynamic Accounting develops tax-efficient strategies to minimize the impact of taxes on your estate, ensuring that more of your wealth is passed on to your beneficiaries.

Wealth Transfer

We assist with the transfer of wealth to your beneficiaries, ensuring that the transition is smooth, tax-efficient, and aligns with your objectives.

Executor and Trustee

Acting as an executor or trustee can be a complex and demanding role. We provide guidance to executors and trustees, helping them navigate their tax filing responsibilities related to your estate.

Charitable Donations

If charitable giving is part of your estate plan, we can help structure donations through charitable trusts, bequests, and other giving vehicles to maximize the benefit to both the charity and your estate.

Succession Planning

For business owners, ensuring the successful transition of your business is a crucial part of estate planning. We help you develop a succession plan that addresses ownership transfer, leadership transition, and tax implications to preserve the value of your business.

Succession Planning Services

From wills and trusts to incapacity planning and business succession, we provide the estate advisory services you need to ensure that every aspect of your estate is properly managed. Contact Dynamic Accounting today to find out more about our estate advisory services.

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*Please note that our estate advisory services do not involve litigation or legal processes to resolve disputes amongst personal representatives or beneficiaries of an estate.