Individual, Estate and Trust Returns
Yes, you know you have to pay income taxes, our tax laws demand that; but it does not mean you are getting all the appropriate deductions. At MAM CPA Professional Corporation, we have the experience to advise you on a strategy to minimize or delay paying taxes when possible. Our individual approach to our clients means tax savings for you.
Estate planning ensures that all your financial matters are in order, so that both your family (and business) are looked after in your lifetime and beyond. It is very important to have an up to date Will so that your assets are distributed according to your wishes. Without a Will in place, the office of the Public Guardian and Trustee could become the administrator of your estate. If this happens, not only will it prolong the process of transferring your assets to your beneficiaries, it may also mean your assets will not be distributed according to your wishes.
A trust can be set up during one’s lifetime (inter vivos trust), or upon the death of a person. The use of an inter vivos trust is considered to be one of the most flexible financial planning tools available, and probably the most common of these trusts is a family trust (for the benefit of dependents, whether minor, spendthrifts, or infirm). The trust deed can contain specific conditions to ensure goals and wishes of the individual setting up the trust are realized, both during his/her lifetime and beyond.
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We will work directly with you to provide good value and expert tax advice.