Tax & Estate Planning

Tax planning

Alpha & Omega Wealth Management can help with both personal taxes (T1) & corporate taxes (T2).

estate planning

In essence, this is the plan by which you provide care for your loved ones when you are no longer there to physically look after them.

An Estate plan,

• Provides for your family if you die or become disabled

• Streamlines the executor’s job, minimizing settlement delays

• Reduces taxes and probate fees to maximize the amount beneficiaries receive

• Designates a person to make medical decisions for you if you cannot

• May provide long-term care for someone with special needs

• Simply, addresses all your fears and wishes at the time of your death