Applebaum, Commisso LLP Chartered Accountants > Services > Estate and Financial Planning services

By: Applebaum, Commisso Llp Chartered Accountants  09-12-2011
Keywords: Financial Planning

Our Estate and Financial Planning service utilizes qualified experts to help clients prepare for their long term estate and financial planning needs. We help plan for the distribution of assets to the client’s heirs as well as setting their future financial platform. As the client’s personal circumstances evolve, their financial plans are set to match their changes. This service provides stability and long term support for the clients as well as their families.

The services we currently provide are:

o   Business succession planning

o   Corporate reorganizing including estates freezes

o   Family Law considerations

o   Minimizing of income taxes and probate fees

o   Minimizing taxes upon death

o   Review of buy and sell agreements

o   Use of Trusts

o   Utilization of available capital gains exemption

Keywords: Financial Planning

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Our Accounting and Assurance service provides credible financial statements. This service helps our clients make more informed and confident decisions. O Bookkeeping, including new business set-ups and technical aid. We provide a committed service that is tried and trusted. O The preparation and planning of Corporate Tax Returns.


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