Estates And Trusts

Family Trust Tax Returns

What is a Family Trust?

Family Trust Tax Returns

A family trust is a proven strategy of passing wealth from one generation to the next. If held within a trust, assets that are “passed over” to the younger generation do not go through probate when the individual passes away. However, it does automatically get passed on to the beneficiaries of the will, which in turn, becomes a matter of public record. This process of “passing over” assets will lower probate fees and increase the privacy of your financial affairs.

Developing a plan for your family or trust is important for protecting everyone

Family trusts can be a sensitive issue for a family. Despite this, it is vital to have a family plan and trust clearly laid out to avoid potential issues. Many business owners and their families have benefited from implementing this strategy. Let us demonstrate how a Family Trust works in your favor and how it may benefit your family.

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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