Estate & Trust Taxation
Protecting Your Assets
Watson & Company has extensive experience in advising individuals and families on trust structuring and estate planning matters. We provide objective, independent advice to help families protect their assets and balance the interests of beneficiaries and other stakeholders.
Our areas of expertise include the implementation of estate freezes, preparation of financial statements for estates and trusts, and preparation of trust income tax and information returns.
We welcome the opportunity to be your trusted financial advisors.
Structuring & Planning
We provide relatable advice by using everyday language and practical tools. By taking a compassionate and empathetic approach, we can help clients feel confident and informed as they make important decisions about their future.
Specialty Expertise
Our team of knowledgeable CPAs can offer services such as advising on the most tax-efficient and effective ways to structure trusts, helping clients to create and manage trusts for estate planning, and create estate plans that minimize tax liabilities and ensure that assets are distributed accordingly
A True Partner
We can provide ongoing support to ensure that the function of a trust continues to achieve its intended goals. Through this personalized approach, we help clients structure their assets and protect their wealth for future generations in a way that is both tax-efficient and tailored to their unique circumstances.
