Dorward & Co. Chartered Accountants | Alberta Chartered Accountants

Estate Planning

Estate Tax Compliance and planning

Dorward & Company understands that estate planning is an essential part of tax preparation.  Estate planning is particularly important if your estate involves significant assets, cross border properties and complex challenges.  Careful and orderly estate planning facilitates the smooth transition of assets to your beneficiaries, provides financial comfort to surviving loved ones, and can reduce or eliminate the taxation due to the dissolution of your personal and business assets.   For business owners, providing for continuity in your business and succession of ownership is an essential part of the overall strategic planning.

Dorward & Company will guide you through the strenuous process of getting your financial affairs in order and lend our expertise in the following areas:

  • Business Succession Planning
  • Trust and Estate Taxation
  • Estate Plans
  • Deceased Taxpayers Tax Filings
  • Post Mortem Tax and Estate Planning