Michael Kulbak, MBA, CPA, CMA, TEP, is principal of Kulbak Trust Solutions in Mississauga, Ont., a fiduciary firm that provides professional executor, power of attorney, trustee, estate planning and taxation services.
Michael Kulbak, MBA, CPA, CMA, TEP, is principal of Kulbak Trust Solutions in Mississauga, Ont., a fiduciary firm that provides professional executor, power of attorney, trustee, estate planning and taxation services.
Here’s your helpful guide to advising clients on a complex estate sales process
Financial advisors can address property challenges, encourage clarity in wills
Optional returns may reduce or eliminate your client’s taxes
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Amid automatic tax filing, a proactive approach is required
Help clients consider an investment policy statement in their wills
Safeguard your client’s assets with an appointed monitor
A client scenario shows the importance of inquiring about assets you don’t administer
Proactive collaboration is critical for resolution, client well-being