Trust fund set-up & management and estate planning.
The estate’s legal representative or executor is responsible for administering the deceased’s assets and liabilities according to the terms of the will and ensuring proper tax returns are filed according to the law. At Cross & Company, we have experience preparing returns and forms for estate planning for both the deceased taxpayer and the ongoing estate and also advise on all taxation matters for executors, notaries and lawyers.
Curious about our trust & estate planning services? From reviewing the value of your assets to the amount of tax liability on your holdings, estate and business, we can provide a structured plan for you that will leave you with peace of mind. Book an appointment today!