US Estate tax

US Estate Tax

Effective Estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

At UHY Victor, we guide you through the complex process of getting your financial affairs in order.

Estate planning services include:

  • Advising on will preparation in order to minimize tax burden on the Estate and heirs
  • Reviewing wills to ensure that your plans are consistent with the changes in tax laws and your personal circumstances (i.e. marriage, children, death, or acquisition of wealth)
  • Preparing for business continuity and succession of ownership

Estate & Trust administration services include:

  • Providing guidance to liquidators to fulfill their duties, such as inventorying of the Estate, filing of final tax returns, payment of debts and particular legatees, collection of revenues, and distribution to beneficiaries
  • Maintenance of Estate and/or Trust records
  • Preparation of annual tax reporting documents













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UHY VICTOR SENCRL • LLP
Société de comptables
professionnels agréés •
Partnership of Chartered
Professional Accountants

759, rue du Square-Victoria, #400
Montréal, Québec, H2Y 2J7
Canada

+1 514 282 1836

UHY VICTOR UHY VICTOR LLP (the “Firm”) is a member of Urbach Hacker Young International Limited, a UK company, and forms part of the international UHY network of legally independent accounting and consulting firms. UHY is the brand name for the UHY international network. The services described herein are provided by the Firm and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.