Estate & Trust Planning

ESTATE & TRUST PLANNING

Ensuring the next generation is well cared for, providing for a charitable organization you support, seeking the transfer of a business to loved ones; each demands diligent estate and trust planning.

ONBusiness can help ensure your goals are met. We’ll work seamlessly with your estate lawyer and other advisors on your estate plan to help ensure your wishes are realized.

Our Estate and Trust Planning services include:

  • Accounting and tax compliance for trusts and estates
  • Asset protection
  • Beneficiary planning
  • Business succession and buy/sell agreements
  • Financial analysis of trust documents and wills
  • Valuation services
  • Generation-skipping trusts
  • Pre and post-mortem tax planning

TAX PLANNING

Developers, owners, investors, and lenders seek out ONBusiness to design and develop a wide range of management reports that offer a “bigger picture” of their business.

PERSONAL TAX RETURNS

ONBusiness Chartered Professional Accountants pride themselves in their commitment to accuracy and professionalism. From receiving your files to the final step of electronic filing, We’re ON It!

SUCCESSION PLANNING

When retirement is on the horizon or you’re stepping down, it’s essential that a succession plan be in place to ensure a smooth transition that is well-planned and tax efficient.

PERSONAL FINANCIAL PLANNING

Many business owners don’t have a personal financial plan. Our financial advisors work with our clients on a  personal level–ensuring a complete and successful exit strategy.

OUR SERVICES