We have a questions or comments box on the right-hand coloumn of every page on our website and on our apply now page. When we recieve questions we post them here with the answers.
Q: What is the cost of setting up a Joint Spousal Partner Trust?
What are the recurring annual costs, if any?
A: All Testamentry Trusts for Canada are priced according to our Service Packages page. If off-shore or higher level of sophisitication is requested by our clients, pricing is adjusted to accomodate these requests.
Annual costs are nominal for Lay-Trustee managed T-3 (Trust)tax reporting; similar to the cost for a junior T-4 tax return ($150-$350). Trusts that see regular activity with stock sales and purchases for example, should be managed by a Professional Trustee and ongoing costs are typically 3%-5% of the total value of the assets within the Trust itself. Incorporations are taxed according to CRA (Canada Revenue Agency) guidelines.
Q: Why should we do business with The Kuvasz Tax&Family Trust? Why don't I just call a Tax Lawyer?
A: The Kuvasz Tax&Family Trust provides all the related professional services required for proper Legal Trust adaptation, for one low, flat rate price prior to using a Lawyer.
MORE: It is a misconception that a Lawyer can properly & professionally provide all the detailed Accounting, Trustee, Financial Planning and Insurance segments that you need to know about before going to see the lawyer.
And if they do - you are paying too much.
Would you pay your Electrician to mow your lawn?
so......Why Pay More?
Affordable Family Trusts: Your Sword & Shield for Business.... for life.
The Kuvasz Tax & Family Trust
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KUVASZ TAX & TRUST - Q and A 
