Trusts - Tax & Estate Planning Guide

Trusts can help you and your family realize tax and non-tax objectives. In conjunction with your wealth, tax and legal advisors, you can determine one or more trust planning options to assist you in meeting your financial, estate and tax planning needs. Reasons you might consider implementing a trust include:

  • Retirement and estate planning goals
  • Control and protection for minor and special needs dependents
  • Potential reduction of family tax liability via income splitting opportunities
  • Protection for family members who are unable to manage their finances (spendthrift)
  • Reduction of probate taxes
  • Family law and marital claim protection
  • Charitable donations
  • Privacy

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