Estates And Trusts

Estate/Succession Planning Services

A well-thought out Estate plan ensures that your family and/or business is cared for once you pass away. Dealing with the affairs of an Estate can often be stressful and emotional for those left in charge of the Estate (also known as A Will). Structuring your affairs in advance provides all parties involved with peace-of-mind knowing that the Estate will be dealt with as smoothly as possible. Many business owners are unaware that having two (2) Wills is often advisable. A separate Will should be in place, specifically dealing with the affairs and succession planning of the business. This will help to separate personal and business assets. Having a Trust set up will provide years of consistency, help manage expectations of beneficiaries and help to make your intentions about your assets clear and concise. Let Numbers Plus® build the right Estate plan to protect your family and business. Lets us get your Estate plan in order.

Important Dates

April 30

Personal tax payments are due. Tax return filing deadline is April 30th unless you or your spouse have business income then filing deadline is June 15th.

March 31

Trusts: Payment and filing deadline is March 31st (three months after the year end which is Dec 31st) unless a Graduated Rate Estate which is three months after the...

February 28

Tax Slips (T4, T4A, T5, …): Payment deadlines are as per usual (i.e.

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Where are you located?

We are located on 168 Queen Street in Mississauga, ON in suite 209. The office is located in beautiful downtown Streetsville.

What are your hours of operation?

Our standard working day runs from 9am to 5pm. We can occasionally accommodate appointments outside of these hours.  During the months of July and August the office closes at 1 pm on Friday.

Do you have parking?

Yes. We have parking in the back of the building with easy access to our office. If you require public transportation, the Mississauga Transit system stops in front of our office and the Streetsville Go Station is only a few blocks away.

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