Trust and Estate Services

Protecting wealth and facilitating a smooth transfer of assets from donor to beneficiaries is often a primary goal of trust and estate planning. We have worked with multiple generations of clients to ensure that their wealth passes from one generation to the next with the smallest possible tax burden.

The estate duty laws can command a large share of one’s estate. Fortunately, many techniques and tools are available which can mitigate the effects of this tax. We have the knowledge as well as access to specialist consultants well-versed in those techniques, equipped to advise you and help preserve your assets from generation to generation.

Deciding what to do with your assets now and after you’re gone is vital to ensuring the well-being of the people and things you care about. At Coastal Accounting, our partners can help you through these important personal decisions and ensure that your wishes are carried out as you intended.

There’s much more to estate planning than the simple possession of a will. Making arrangements for your assets now and after you pass on often involves setting up trusts to support your children, sheltering your estate and finding estate duty saving opportunities through bequests to one’s spouse and public charities.

We believe that trusts should not just be considered for their tax benefits, but as a means to achieve a host of other objectives and concerns of the founder. There could be minor children involved? There could be more children from different marriages which attract complex family dynamics? There could be disabled, sick or elderly parents that a donor may want to specifically protect? These are just some of the objectives that can be achieved with a well prepared and executed document of trust.

Our trust and estate planning tools and services include the following:

• Charitable trusts
• Business succession and buy/sell agreements
• Trust planning and formation
• Accounting for trusts and estates
• Consulting in the formation of trusts