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TAX PREPARATION

TRUST/ESTATE

A trust is automatically created by the will of the deceased and the trustee or executor of the estate is responsible for the assets of this trust until his responsibilities have been fulfilled.

Good advice is required before you see the lawyer for probating the will. In addition to advising on matters of the estate and the preparation of the related estate and trust return for the testamentary trust we plan inter- vivos trusts for the purpose of planning for the transfer of property at a future date.

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