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Securing the future well-being of you and your loved ones
Preparing you and your family for the future is essential, and at KAD Consulting, we understand the instinctive drive to ensure your loved ones are well cared for. Through comprehensive estate planning and tailored trust and estate administration services, we safeguard your wealth and provide peace of mind. Our holistic approach includes ongoing support and proactive management, ensuring your assets are protected and your wishes honored when the time comes.
You should have an estate plan in place to assert control over your assets both now and in the future, rather than leaving matters to chance or relying solely on the instructions outlined in your will. By setting up an estate plan, you ensure that your will is up-to-date, thereby minimizing potential tax liabilities and ensuring your final wishes are fully honored. This planning also addresses the orderly transfer or sale of your business following your passing, ensuring continuity and protection of your legacy. Within estate planning, various types of trusts, such as living trusts, testamentary trusts, and other specialized trusts, can prove invaluable, especially when the goal is to preserve and allocate assets for specific individuals or purposes. A trust can be established simply by transferring assets to a trustee, who then manages and safeguards those assets until the specified conditions or timeframes are met, offering flexibility and protection for your wealth and legacy.
Comprehensive Estate Planning & Trust Services
We offer tailored estate and trust solutions to safeguard your wealth, minimize tax liabilities, and ensure your final wishes are honored.
Holistic Approach with Ongoing Support
Our proactive management ensures your assets remain protected over time, providing peace of mind for you and your loved ones.
Business Succession & Legacy Protection
We help plan for the smooth transfer or sale of your business, ensuring continuity and preservation of your legacy.
Flexible Trust Structures for Wealth Allocation
From living to testamentary trusts, we provide strategic tools to preserve assets for specific beneficiaries or purposes with control and clarity.
Your trusted partners for your estate planning needs
As trusted partners in your trust and estate planning journey, we understand that effective estate planning hinges on clear communication and a deep understanding of your intentions for yourself, your family, and any charitable endeavors close to your heart. While it’s impossible to anticipate every scenario, our experienced trust and estate solutions team is here to guide you through articulating and documenting your wishes, goals, and priorities in a comprehensive estate plan. Our aim is to make the complex seem manageable, providing you with the peace of mind that your estate will be handled according to your exact wishes, no matter what the future holds.
Taxation and Estate Planning
Taxation is a key factor in estate planning, especially due to the deemed disposition tax, which treats assets as sold at death, triggering capital gains. With federal rates up to 33% (as of 2024), plus provincial taxes and probate fees, the total tax burden can be significant. Strategies like spousal rollovers or spousal trusts can help defer taxes and reduce costs. However, taxes may still apply later if assets are sold or when the surviving spouse passes. Proper planning is essential to preserve wealth and ensure smooth succession.
- Deemed Disposition Tax on Death
- High Tax Burden Without Planning
- Strategies to Defer or Reduce Taxes
These crucial decisions necessitate meticulous planning and expert guidance from our KAD Consulting professionals, specializing in tax and estate planning.
When it comes to living trusts and estate tax planning, KAD Consulting prioritizes your objectives to ensure your wishes are realized as intended. Leveraging our technical expertise and extensive experience, we provide strategic guidance tailored to achieving your estate planning goals effectively. We possess in-depth knowledge of Alberta’s trust regulations, ensuring compliance and optimal structuring of trusts to minimize tax implications and protect assets for future generations. Having a well-crafted will and estate plan is essential not only for minimizing taxes but also for preserving your legacy for beneficiaries. Whether it’s organizing personal affairs or managing business interests, we assist in establishing a comprehensive plan that ensures your legacy endures while alleviating potential tax burdens on your appointed executors or trustees.
- Expert Living Trust Structuring
- Conflict & Court Avoidance
- Trustee Guidance & Execution
- Probate Bypass & Asset Efficiency