Personal Tax Planning


Estate Planning

Preserving your wealth and ensuring things are handled when you’re gone is an important part of your legacy. Our team of Canadian tax lawyers and Chartered Professional Accountants provide peace of mind with comprehensive tax strategies for estate and trust planning, business succession planning, and estate administration. Estate planning and administration includes:

  • 21-year deemed disposition planning for trusts
  • Planning to minimize tax on death
  • Post-mortem tax planning
  • Probate planning
  • Use of testamentary trusts in will planning
  • Use of trusts to acquire certain foreign assets
  • Use of trusts to assist in asset optimization planning
  • Use of trusts to assist in succession planning
  • Will and succession planning for Canadians who hold international assets
  • Will planning for Canadians who are US citizens
  • Providing support for estate litigation cases
  • Double taxation avoidance

Tax Flowcharts

Simplified flowcharts to help you navigate the various tax processes.

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Tax Tables

Personal and corporate tax tables for both Canada and the United States.

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MTSnowbird App

An essential app for Canadians who regularly travel to and stay in the United States.

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External Links

External resources of interest related to tax, law and accounting.

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Moodys Private Client Firm Brochure

the complexity
of tax.