Estate Planning Services for Your Peace of Mind
At Major Tax and Accounting, we offer comprehensive estate planning services to help you protect your assets and ensure your financial legacy is handled according to your wishes. Our experienced team works closely with you to create a personalized plan that aligns with your goals and provides peace of mind for you and your loved ones.
We assist with will preparation, tax-efficient strategies, and the organization of your estate, ensuring that your beneficiaries receive the maximum benefits with minimal tax burdens. Our approach prioritizes clarity and compliance with all legal and tax requirements, making the process as smooth as possible.
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Estate Planning Service
In this world nothing can be said to be certain, except death and taxes. Let us guide you through your estate taxes. We prepare Estate and Final Tax Return, and tax consulting to protect your loved one financial interest.
Our goal is to help you minimize taxes, avoid probate, and ensure a smooth transfer of assets to your loved ones. With our expertise and attention to detail, you can have peace of mind knowing that your estate will be handled with care and efficiency. Trust us to provide personalized solutions that reflect your unique circumstances and goals. Let us help you plan for the future and leave a lasting legacy for generations to come.
Comprehensive Estate Planning
- Personalized estate plan development tailored to your unique circumstances
- Will drafting and regular updates to reflect life changes
- Trust establishment and management for efficient asset transfer
- Beneficiary designation optimization for various accounts and policies
Tax Minimization and Probate Avoidance
- Strategic planning to reduce estate taxes and preserve wealth
- Implementation of probate avoidance techniques
- Asset protection strategies to safeguard your legacy
- Regular reviews to ensure compliance with changing tax laws
Smooth Asset Transfer
- Detailed documentation of assets and wishes
- Clear instructions for executors and trustees
- Family communication planning to prevent conflicts
- Digital asset management and transfer strategies
Legacy Planning and Support
- Charitable giving strategies to support causes you care about
- Business succession planning for entrepreneurs
- Long-term care and incapacity planning
- Ongoing support and plan adjustments as life circumstances change
Official Member Of The London Chamber Of Commerce
About Our Approach
We take pride in our modern approach to estate planning, delivering exceptional service tailored to your needs. Our team combines techniques and software with extensive industry best practices to provide:
- Developing personalized tax strategies that align with your specific goals
- Implementing efficient systems to optimize your time and resources
- Maintaining open lines of communication for complete transparency
By staying ahead of the curve on tax regulations, we ensure you benefit from the latest and most effective financial strategies.
Why Choose Us?
We are a Chartered Professional Accounting Firm dedicated to providing you with the highest level of expertise and professionalism. Our personalized touch ensures that we understand your unique financial situation, allowing us to tailor our services to meet your specific needs.
We are industry expert staying up-to-date with the latest tax regulations empowering you to make informed decisions. Choose us for a trusted partnership that prioritizes your financial success!
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From Our Clients
Indira was a pleasure to work with. A highlight of working with Indira is that she takes the time to explain, educate and answer any questions (plus a follow up email). She simplified concepts and used examples that made it easier absorb in bite sized pieces. Not to mention she did a great job on my tax return!
Indira has helped us with business and personal income tax for several years and we are ever so thankful for her expertise. We could not manage this level of help. She is a pleasure to work with, prompt and informative with answering every question we have. A real asset to London and our small businesses. Thank you Indira from Joan and Paul
I have been served by Indira for the past few years. She has provided my family with top-notch service and has left us confident that our tax needs are well taken care of. Indira continues to always offer advice. Her friendly manner, professionalism and attention to detail is very impressive. I highly recommend Major Tax & Accounting to any individual or business that seeks resolution for any tax need.
Gain Ease Of Mind With Our Estate Planning
Book Your Free Consultation Today!
Reach Us
Address
1674 Hyde Park Rd #103,
London, ON N6H 5L7
Contact
Tel: 226-270-2483
Fax: 519-472-4382
Email: indira@majortaxaccounting.ca
Hours
Monday – Friday : 9:00 AM – 4:30 PM
Saturday – Sunday: Closed