Effective trust and estate planning ensure that your beneficiaries are secure and financially taken care of. Meeting with an accountant who specializes in trusts and estates administration can prepare your asset transfer in advance, making it a quicker process for your beneficiaries.
At Perfection Tax Solutions, you, your beneficiaries, attorneys, and insurance agents work with us to create an appropriate plan..
Contact us now at (778) 878-5565 to get started.
The accountants at Perfection Tax Solutions are specially trained to interpret and apply specific tax codes on a case by case basis. Other professionals working on estate planning highly seek after our experience for this reason.
Trusts and estates have tax issues that require a professional accountant’s expertise. Any mistakes made could affect generations of your friends and family. Thankfully, we are only a phone call away.
For us, estate planning is a straightforward process. We will make sure your trust is well-organized from the very outset. This gives beneficiaries the chance to see exactly where their money has gone.
We will advise you on the consolidation, opening, or closing of accounts, and steer your financial journey down the most cost-effective path.
For those who are unfamiliar, an executor of trust is someone who has the authority to act and distribute the estate on behalf of someone else. The executor is responsible for performing a variety of tasks, including closing accounts and filing estate tax returns.
We have experience assisting executors in managing large trusts and estates. With us by your side, your time as executor will be stress-free.
We can assist you in matters related to:
Our team of dedicated accountants can not only help an executor of an estate access the estate but also provide short and long-term advice on investing and distributing its contents. We will ensure that all accounts are properly settled and closed to avoid later implications…
There are two main types of trust accounts: Living trusts and testamentary trusts. You create living trusts during your lifetime, while testamentary trusts are created after your death. .
Whether you’re trying to navigate problems associated with a living or testamentary trust, we are the team for you.
Here is some information on our areas of expertise and how they can benefit you.
We’ll assist you with the payment of bills, and we’ll thoroughly review any relevant financial records. What’s more, we’ll even plan fiscal reports and statements.
With us, you can rest easy knowing that your taxes are fully compliant and well-prepared.
