Trust and Estate Planning in Calgary
For organized and personalized trust and estate planning in Calgary, Alyks Bookkeeping Ltd. is the best local firm. We’ve helped individuals and families arrange and plan the future of their property for years, identifying the best strategies to ensure their assets are handled according to their wishes.
It’s not easy to navigate the taxes and legal issues surrounding the transferral of wealth on your own—that’s why you should always partner with a professional accountant who can ensure everything is done by the book.
Our experts are prepared to help with your financial future. We always put your wishes first, starting with a personal consultation to understand how we can help you. Call (403) 540-9347 today to book an appointment with a licensed accountant and give yourself financial peace of mind.
Call Now!Professional Accountants for Estate Planning
The world of estate planning is constantly changing. As new laws and taxes come and go, your accountant must have both experience and up-to-date knowledge. If you’re trying to take control of your financial legacy and your plan for wealth transfer, you should never do it without professional guidance. You need an understanding expert who can put the proper methods into place, giving you confidence in your trust and estate plan.
With us, that’s precisely what you get. Our team of accounting professionals takes their duty as your wealth manager seriously. We have all the necessary credentials to give you confidence, and we’re constantly updating our methods based on new regulations. We can achieve all your estate goals while following all proper procedures.
Why Choose a Trust?
Trusts are an essential tool for passing wealth to an heir or dependent because they maintain an element of control over the resources. Through trusts, you can transfer wealth ownership to others without giving them complete control. A trustee oversees the trust, meaning all transactions within it will be performed according to your wishes.
Trusts are smart and secure ways to protect your wealth from misuse, creditors, or outside influence. However, they aren’t simple to implement. Many taxes and legal requirements must be adhered to, and that’s what your accountants are for. We’re here to ensure everything is set up to go according to plan, and your heirs’ futures are secure.
Consultations with Your Accountant
When it comes to trust and estate planning, your wishes always come first. Our experts want to sit down with you to ensure that your finances and resources are always going where you want and being spent according to your wishes.
We begin every estate planning process with a series of meetings and consultations where we seek to understand your financial situation, goals, and priorities. Then, we can develop a plan for the estate that matches your wishes while meeting all legal requirements.
Contact Calgary’s Leading Trust and Estate Planner
Alyks Bookkeeping Ltd. is the leading estate and trust planning firm in Calgary because of our experience and open communication with clients. Contact our specialists at (403) 540-9347 to book a consultation and give yourself peace of mind regarding your estate.