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Lintax Management Inc.: The GTA’s Estate Planning Financial Advisors

Without proper estate planning, your family will be burdened with unnecessary taxes and legal costs. Lintax Management Inc. in Mississauga is here to help you understand the financial aspects that come along with trusts, wills and estate planning.

Testamentary Vs. Inter-Vivos Trusts

There are two types of trusts: a testamentary trust (formally created through a deceased person’s will) and an inter-vivos trust, created by a settlor (individual) while alive. Beginning January 1, 2016, testamentary trusts are taxed at the individual highest marginal tax rate (except for GRE (Graduate Rate State) and QDT (Qualified Disability Trust)) while an inter-vivos trust (established after June 17, 1971) is taxed at the highest rate. At Lintax Management Inc., our goal is to help you gain a better understanding of the processes involved with trusts and other financial issues..

Protect Your Loved Ones in the GTA with Proper Estate Planning and Wills

At Lintax Management Inc. in Mississauga, we understand the importance of planning ahead, which is why we are here to offer you and your family sound financial advice during the estate planning process. Before you create a will, there are several items you should keep in mind, including:

  • Ensuring your will has a witness
  • Designating guardianship 
  • Naming beneficiaries
  • Designating real estate
  • Dividing up personal effects

How Often Should I Update My Will?

Our circumstances are continuously changing; getting a divorce, having children and purchasing property can all have a significant effect on your will. We recommend reviewing your will every 5-10 years to keep it up to date. Contact us to learn more .

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