Guidance

September 18, 2024

Optional Trust Fund

Usual Questions In Our Inbox: Optional Trusts The administrators will not be able to use taper relief as the gift was made within 2 years of death. Firstly we require to recalculate the rate billed at the one decade wedding anniversary, utilizing the present NRB at the day of exit which is assumed...

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Hello! I’m Tristan Tunnecliffe, a dedicated Legal Document Preparer with over 15 years of experience in the field. Welcome to SecureHeir Planning, your trusted partner in will writing and estate planning services. My career in legal document preparation began shortly after I graduated from the University of Toronto with a degree in Legal Studies. My fascination with the intricacies of the law, particularly in estate planning, fueled my passion for helping individuals secure their legacies. Over the years, I have honed my skills, working alongside some of the best minds in the industry, ensuring that I bring both expertise and empathy to my clients.