ESTATE PLANNING

At Stocking & Cumming we will:

  • Prepare returns for deceased taxpayers and their estates;
  • Review prior returns for missed tax-saving opportunities;
  • Review assets, income and deductions to minimize overall taxes by filing optional tax returns or making elections where beneficial;
  • Review the overall tax situation for tax-planning opportunities to maximize the amount of the estate flowing to the beneficiaries by use of estate freezes, spousal RRSP contributions, etc.
  •  
    Tax Planning & Compliance | Assurance, Accounting & Bookkeeping | Estate Planning | Management Advisory Services | Computerized Accounting