Estate planning and trusts, as well as the laws that govern them, are very complex. Planning for the future is something all successful individuals and organizations should do. While having a sound financial plan in place aids in future preparation and preserves wealth long-term, it is important to discuss all financial options with a Chartered Professional Accountant.
Trust & Estate Planning Services
Protecting Your Assets With Long-Term Wealth Preservation
Estate planning focuses on the what-ifs in life, ensuring a comprehensive plan is put in place to effectively manage your personal affairs. Estate planning typically focuses on an individual but may include the individuals business affairs, especially if there is a business succession plan in place.
A trust is a legal entity that enables you to put certain conditions on how specific assets are distributed. Trusts are most commonly used to minimize gift and estate taxes but can also offer many other benefits as part of a well-crafted estate plan.
At MDP, we understand that you want to keep more of your wealth. Establishing an effective estate plan, or the terms of a trust, requires expertise, time, and commitment. Our financial experts guide you towards smarter investment decisions and ethical tax exemptions that deliver piece of mind while protecting your assets and prioritizing your financial interests.
Our firm provides comprehensive tax and financial planning strategies. We help to preserve your wealth for both current and future generations. Our professional team of accountants collaborates with you, helping to protect assets, minimize tax burdens, implement strategic transfers, establish or change the terms of a trust, and assist in making distributions and gifts.
Our Trust & Estate Planning Services can help you with:
- Selecting trustees and administrators
- Advising on drafting of wills and trust agreements
- Trust administration and trust return preparation
- Estate and succession planning
- Family trusts
- Estate administration, accounting and settlement
- Investment planning for capital retention
MDP is distinct from many other accounting firms. Our practice group consists of individuals dedicated to providing the highest quality trust and estate planning services. We assist individuals with a wide range of private client services across Southern Ontario, including Mississauga, Oakville, Stoney Creek, Hamilton, Burlington, and throughout the Greater Toronto Area.