Estate and Tax Planning
What makes us different?
At J.A.Smith & Associates Inc. we have professional Accountants and Certified Financial Planners on our team. The result is that we can review with you, and provide knowledgeable advice in, all relevant areas of your life. Together with you, we can plan for the protection and transfer of your assets for future generations.
Estate and Tax Planning
As our client, we have prepared your tax returns, giving you tax advice and often becoming part of your extended family, over many years. Who better to call on for Estate Planning? We are familiar with your investments and your personal and family life, so we can plan a complete financial solution based upon your hopes for the future.
Areas we will take into consideration when creating your customized estate plan include:
- Investment strategy
- Family trusts
- Registered plans and pensions
- Taxation of properties on death
- Tax exemptions and elections
- Equitable division of assets using insurance
- Charitable gifting
- Risk assessment/asset protection
At J.A.Smith & Associates Inc. we are interested a lifelong relationships with our clients. In this way we come to know you and your financial dreams. We take care of the practical side with yearly tax planning and accounting for your business and personal interests, and support you in planning the long term goals for your estate.
Ongoing financial planning, accounting and tax services all combine to give you a comprehensive package. It is our aim to ensure that you pay no more taxes than necessary today or tomorrow. We incorporate planning for all parties to minimize taxes and maximize preservation of assets.