Work with an accountant as you create your estate plans.
When people think of estate planning, they typically envision putting together a will that details who will receive which of their assets after their death. However, estate planning has many more financial and tax implications that go beyond simply dedicating specific assets to heirs.
At Vohora LLP, our accounting firm provides estate planning guidance and advice to individuals throughout the Vancouver, British Columbia area. There are many ways we can support you during the state planning process. For example, we can advise you on the use of family trusts, spousal trusts, and alter ego trusts and provide advice on probate fee planning. We can also provide post-mortem planning to reduce tax obligations and prepare trust income tax returns. Additionally, we can help estate executors or trustees with the estate tax and trust administration processes.
Our ultimate goal is to make sure that your estate is dealt with in a tax-efficient way. We have extensive experience with estate planning, and we can provide personalized recommendations and advice about the best way to handle the taxes and finances associated with your personal estate.
Our accounting firm is known for being professional, reliable, and personable, and we are here to make the estate planning process less stressful and more purposeful with personalized financial advice. If you have questions about the role our firm can play in the estate planning process or want to set up a consultation, contact us today.
Contact Vohora LLP Today!
Common Questions About the Estate Planning Process
If you are in the middle of the estate planning process, you may think the only professional you need help from is a lawyer. However, working with an accountant during this process can provide invaluable insights and assistance. Here are some common questions we receive about getting help from an accountant while estate planning.
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How can an accountant help during the estate planning process?
We can advise you on using family trusts, spousal trusts, alter ego trusts, and other estate planning vehicles. We can also provide post-mortem planning to help you reduce your tax obligation and prepare your trust income tax returns.
Can you help me with the tax side of my estate plan?
Yes! If you have concerns about your estate plan and what you will owe in taxes, we can implement strategies to reduce your tax burden.
Can you help me adjust an existing estate plan?
If you already have an estate plan and want to make adjustments to it, we can help with this process. Our goal is to streamline the process, so you feel confident about what your estate plan looks like.
Why should I turn to you for estate planning help?
One of the main reasons why you should turn to us for estate planning help is that we are trusted, reliable, and committed to providing custom solutions.
How do I set up an appointment?
If you need estate planning assistance, reach out to us directly to set up your next appointment with our team.
Contact Vohora LLP Today!
At Vohora LLP, we offer estate planning services for clients in Vancouver, Surrey, Prince Rupert, Smithers, Terrace, Langley, Abbotsford, Coquitlam, Burnaby, Richmond, and Mission, British Columbia.