How We Can Help

Connelly & Koshy tax professionals understand this changing environment.  We use our real world experience and technical knowledge to provide advice and ideas on complex issues.

Trust and Estate Planning

You’ve built a legacy and you want to see that protected to the fullest extent possible when you pass on what you’ve worked so hard for. You need someone who understands the financial side of trust and estate planning. You need a Chartered Accountant.

Our team of experts will work with you to develop a customized plan for you and your assets, from trust return preparation to estate and will planning. We know how much your life’s work means to you so we work for you to ensure that no details surrounding what you pass on get passed by.

Our Services Include

Trust return preparation: Trusts have specific tax implications that need to be considered and associated tax regulations that need to be met, and our team of experts will work for your to handle all aspects of preparing and filing your trust returns.

Trust planning: We work with you to develop a plan that meets your needs and the needs of your beneficiaries. This is your legacy and our team is here to help you create a plan that gives you peace of mind, fits the type of trust you want to set up, and suits your overall financial goals and responsibilities.  

Estate/will planning: Our Chartered Accountants will create a comprehensive plan, to arrange for the disposition of your estate, while maximizing its value, reducing the tax and expense implications, and lessening the emotional and financial burden placed on your beneficiaries.  We understand what your legacy means to you and we’re here to give you the means to protect it when you pass it on.