Trust and Estate Planning Services | Falcona Finance/title> </head> <body>  <div class="mil-wrapper" id="top">  <div class="mil-preloader"> <div class="mil-preloader-animation"> <div class="mil-pos-abs mil-animation-1"> <p class="mil-h3 mil-muted mil-thin">Trustworthy</p> <p class="mil-h3 mil-muted">Strategic</p> <p class="mil-h3 mil-muted mil-thin">Precise</p> </div> <div class="mil-pos-abs mil-animation-2"> <div class="mil-reveal-frame"> <p class="mil-reveal-box"></p> <p class="mil-h3 mil-muted mil-thin">falconafinance.com</p> </div> </div> </div> </div>   <div class="mil-progress-track"> <div class="mil-progress"></div> </div>   <div class="mil-menu-frame">  <div class="mil-frame-top"> <a href="index.html" class="mil-logo">Falcona.</a> <div class="mil-menu-btn"> <span></span> </div> </div>  <div class="container"> <div class="mil-menu-content"> <div class="row"> <div class="col-xl-5"> <nav class="mil-main-menu" id="swupMenu"> <ul> <li class="mil-has-children mil-active"> <a href="index.html">HOMEPAGE</a> </li> <li class="mil-has-children"> <a href="#">CORE ACCOUNTING<br>AND TAX SERVICES</a> <ul> <li><a href="tax-planning.html">TAX PLANNING</a></li> <li><a href="tax-preparation.html">TAX PREPARATION AND COMPLIANCE</a></li> <li><a href="bookkeeping.html">BOOKKEEPING AND FINANCIAL STATEMENTS</a></li> <li><a href="payroll.html">PAYROLL SERVICES</a></li> <li><a href="financial-audits.html">FINANCIAL AUDITS AND REVIEWS</a></li> </ul> </li> <li class="mil-has-children"> <a href="#">ADVISORY AND<br>CONSULTANCY</a> <ul> <li><a href="financial-planning.html">FINANCIAL PLANNING</a></li> <li><a href="business-advisory.html">BUSINESS ADVISORY</a></li> <li><a href="cross-border-taxation.html">CROSS-BORDER TAXATION</a></li> <li><a href="mergers-and-acquisitions.html">MERGERS AND ACQUISITIONS</a></li> <li><a href="startup-services.html">STARTUP SERVICES</a></li> </ul> </li> <li class="mil-has-children"> <a href="#">SPECIALIZED SOLUTIONS</a> <ul> <li><a href="sr-ed-claims.html">SR&ED CLAIMS</a></li> <li><a href="trust-and-estate-planning.html">TRUST AND ESTATE PLANNING</a></li> <li><a href="real-estate-accounting.html">REAL ESTATE AND CONSTRUCTION ACCOUNTING</a></li> <li><a href="business-incorporation.html">BUSINESS INCORPORATION AND STRUCTURING</a></li> <li><a href="non-profit.html">NON-PROFIT AND CHARITIES</a></li> </ul> </li> <li class="mil-has-children"> <a href="#">REGULATORY AND<br>COMPLIANCE SERVICES</a> <ul> <li><a href="cra-representation.html">CRA REPRESENTATION</a></li> <li><a href="compliance-non-residents.html">COMPLIANCE FOR NON-RESIDENTS</a></li> </ul> </li> <li class="mil-has-children"> <a href="#">DIGITAL AND<br>TECH-BASED SERVICES</a> <ul> <li><a href="cloud-accounting.html">CLOUD ACCOUNTING SERVICES</a></li> <li><a href="data-analytics.html">DATA ANALYTICS AND REPORTING</a></li> <li><a href="cybersecurity.html">CYBERSECURITY FOR FINANCIAL DATA</a></li> </ul> </li> <li> <a href="contact-us.html">CONTACT US</a> </li> </ul> </nav> </div> <div class="col-xl-7"> <div class="mil-menu-right-frame"> <div class="mil-animation-in"> <div class="mil-animation-frame"> <div class="mil-animation mil-position-1 mil-scale" data-value-1="2" data-value-2="2"></div> </div> </div> <div class="mil-menu-right"> <div class="row"> <div class="col-lg-8 mil-mb-60"> <h6 class="mil-muted mil-mb-30">Services</h6> <ul class="mil-menu-list"> <li><a href="core-accounting-tax-services.html" class="mil-light-soft">Core Accounting and Tax Services</a></li> <li><a href="advisory-consultancy.html" class="mil-light-soft">Advisory and Consultancy</a></li> <li><a href="specialized-services.html" class="mil-light-soft">Specialized Services</a></li> <li><a href="regulatory-services.html" class="mil-light-soft">Regulatory and Compliance Services</a></li> <li><a href="digital-services.html" class="mil-light-soft">Digital and Tech-Based Services</a></li> </ul> </div> <div class="col-lg-4 mil-mb-60"> <h6 class="mil-muted mil-mb-30">Useful links</h6> <ul class="mil-menu-list"> <li><a href="privacy-policy.html" class="mil-light-soft">Privacy Policy</a></li> <li><a href="terms-and-conditions.html" class="mil-light-soft">Terms and conditions</a></li> <li><a href="cookies-policy.html" class="mil-light-soft">Cookie Policy</a></li> <li><a href="careers.html" class="mil-light-soft">Careers</a></li> </ul> </div> </div> <div class="mil-divider mil-mb-60"></div> <div class="row justify-content-between"> <div class="col-lg-4 mil-mb-60"> <h6 class="mil-muted mil-up mil-mb-30">Canada</h6> <ul class="mil-menu-list mil-up mil-mb-20">  <li> <a href="mailto:contact@falconafinance.com" class="mil-light-soft">contact@falconafinance.com</a> </li> </ul> <p class="mil-light-soft mil-up">Toronto, ON M4L 3B2</p> </div> <div class="col-lg-4 mil-mb-60"> <h6 class="mil-muted mil-mb-30">Follow Us</h6> <ul class="mil-social-icons mil-up"> <li><a href="https://facebook.com" target="_blank" class="mil-light-soft"><i class="fab fa-facebook-f"></i></a></li> <li><a href="https://twitter.com" target="_blank" class="mil-light-soft"><i class="fab fa-twitter"></i></a></li> <li><a href="https://linkedin.com" target="_blank" class="mil-light-soft"><i class="fab fa-linkedin-in"></i></a></li> <li><a href="https://instagram.com" target="_blank" class="mil-light-soft"><i class="fab fa-instagram"></i></a></li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> </div>   <div class="mil-curtain"></div>   <div class="mil-frame"> <div class="mil-frame-top"> <a href="index.html" class="mil-logo">Falcona.</a> <div class="mil-menu-btn"> <span></span> </div> </div> <div class="mil-frame-bottom"> <div class="mil-current-page"></div> <div class="mil-back-to-top"> <a href="#top" class="mil-link mil-dark mil-arrow-place"> <span>Back to top</span> </a> </div> </div> </div>   <div class="mil-content"> <div id="swupMain" class="mil-main-transition">  <div class="mil-inner-banner"> <div class="mil-animation-frame"> <div class="mil-animation mil-position-4 mil-dark mil-scale" data-value-1="6" data-value-2="1.4"></div> </div> <div class="mil-banner-content mil-up"> <div class="container"> <ul class="mil-breadcrumbs mil-dark mil-mb-60"> <li><a href="index.html">Homepage</a></li> <li><a href="services.html">Services</a></li> <li><a href="specialized-services.html">Specialized Services</a></li> <li><a href="trust-estate-planning.html">Trust and Estate Planning</a></li>  </ul> <h1 class="mil-mb-60">Trust and <br><span class="mil-thin">Estate Planning</span></h1> <a href="#service" class="mil-link mil-dark mil-arrow-place mil-down-arrow"> <span>About service</span> </a> </div> </div> </div>   <section id="service"> <div class="container mil-p-120-90"> <div class="row justify-content-between"> <div class="col-lg-4 mil-relative mil-mb-90"> <h4 class="mil-up mil-mb-30"><strong>Our</strong> <span class="mil-thin">Approach to</span> <br><strong>Trust & Estate Planning</strong></h4> <p class="mil-up mil-mb-30" style="text-align: justify;">At Falcona Finance, we specialize in trust and estate planning, helping individuals and families create secure, tax-efficient plans for asset distribution. Our approach ensures that your wealth is transferred according to your wishes while minimizing tax burdens and protecting the future of your loved ones.</p> <div class="mil-up"> <a href="contact-us.html" class="mil-link mil-dark mil-arrow-place"> <span>Contact Us</span> </a> </div> </div> <div class="col-lg-6"> <div class="mil-accordion-group mil-up"> <div class="mil-accordion-menu"> <p class="mil-accordion-head">Customized Estate Planning</p> <div class="mil-symbol mil-h3"> <div class="mil-plus">+</div> <div class="mil-minus">-</div> </div> </div> <div class="mil-accordion-content"> <p class="mil-mb-30" style="text-align: justify;">Estate planning is crucial for ensuring your assets are passed on in a way that aligns with your wishes. We work with you to design a customized estate plan that considers your personal goals, family dynamics, and financial situation. Our plans are tailored to minimize estate taxes and ensure your estate is handled smoothly after your passing.</p> </div> </div> <div class="mil-accordion-group mil-up"> <div class="mil-accordion-menu"> <p class="mil-accordion-head">Tax-Efficient Strategies for Asset Transfer</p> <div class="mil-symbol mil-h3"> <div class="mil-plus">+</div> <div class="mil-minus">-</div> </div> </div> <div class="mil-accordion-content"> <p class="mil-mb-30" style="text-align: justify;">We help clients develop tax-efficient strategies for transferring assets to their heirs, reducing the impact of taxes on the wealth you pass down. Whether through the use of trusts, gifts, or other financial instruments, our team ensures that your estate is structured in a way that minimizes tax liability while maximizing the value passed on to your beneficiaries.</p> </div> </div> <div class="mil-accordion-group mil-up"> <div class="mil-accordion-menu"> <p class="mil-accordion-head">Succession Planning</p> <div class="mil-symbol mil-h3"> <div class="mil-plus">+</div> <div class="mil-minus">-</div> </div> </div> <div class="mil-accordion-content"> <p class="mil-mb-30" style="text-align: justify;">Succession planning is key to ensuring that your business or assets continue to thrive after you are no longer involved. We assist with developing a succession plan that prepares your family or business for future leadership transitions, identifying the right successor, and structuring the transition to minimize tax implications and conflicts.</p> </div> </div> <div class="mil-accordion-group mil-up"> <div class="mil-accordion-menu"> <p class="mil-accordion-head">Trust Creation and Management</p> <div class="mil-symbol mil-h3"> <div class="mil-plus">+</div> <div class="mil-minus">-</div> </div> </div> <div class="mil-accordion-content"> <p class="mil-mb-30" style="text-align: justify;">Trusts can play a significant role in estate planning by providing a mechanism for managing assets and ensuring they are distributed according to your wishes. We guide you through the process of creating and managing trusts, including selecting the right type of trust for your needs and ensuring compliance with legal requirements.</p> </div> </div> <div class="mil-accordion-group mil-up"> <div class="mil-accordion-menu"> <p class="mil-accordion-head">Guidance for Minimizing Estate Taxes</p> <div class="mil-symbol mil-h3"> <div class="mil-plus">+</div> <div class="mil-minus">-</div> </div> </div> <div class="mil-accordion-content"> <p class="mil-mb-30" style="text-align: justify;">Minimizing estate taxes is an essential part of any estate plan. Our team offers expert guidance on strategies that reduce the tax burden on your estate, ensuring your beneficiaries receive as much as possible. We evaluate your assets, structure your estate plan effectively, and utilize tax planning techniques that help you achieve your long-term goals.</p> </div> </div> </div> </div> </div> </section>   <section> <div class="container mil-p-120-90"> <div class="row align-items-center mil-mb-30"> <div class="col-lg-6 mil-mb-30"> <h3 class="mil-up">Other services</h3> </div> <div class="col-lg-6 mil-mb-30"> <div class="mil-adaptive-right mil-up"> <a href="services.html" class="mil-link mil-dark mil-arrow-place"> <span>View all</span> </a> </div> </div> </div> <div class="row"> <div class="col-lg-4"> <a href="non-profit.html" class="mil-service-card-lg mil-other-card mil-more mil-mb-30"> <h4 class="mil-up mil-mb-30">Non-Profit Organizations</h4>  <p class="mil-descr mil-up mil-mb-30" style="text-align: justify;">We provide specialized accounting services to ensure compliance with Canadian tax laws, including filing T3010 charity returns and maintaining transparent financial reporting. Our goal is to support your mission by handling the financial and regulatory complexities.</p> <ul class="mil-service-list mil-dark mil-mb-30"> <li class="mil-up">Charity-specific tax filings (T3010 returns)</li> <li class="mil-up">Financial statement preparation for non-profits</li> <li class="mil-up">CRA compliance support</li> <li class="mil-up">Transparent and accurate financial reporting</li> <li class="mil-up">Grant and donation tracking</li> </ul> <div class="mil-link mil-dark mil-arrow-place mil-up"> <span>Read more</span> </div> </a> </div> <div class="col-lg-4"> <a href="real-estate-accounting.html" class="mil-service-card-lg mil-other-card mil-more mil-mb-30"> <h4 class="mil-up mil-mb-30">Real Estate & Construction</h4>  <p class="mil-descr mil-up mil-mb-30" style="text-align: justify;">We offer industry-specific accounting services, including project cost tracking, contract management, and financial solutions tailored to the complexities of real estate development and construction projects.</p> <ul class="mil-service-list mil-dark mil-mb-30"> <li class="mil-up">Construction contract accounting</li> <li class="mil-up">Real estate development financial management</li> <li class="mil-up">Project-based cost tracking and reporting</li> <li class="mil-up">Budgeting and forecasting for construction projects</li> <li class="mil-up">Tax strategies specific to real estate and construction industries</li> </ul> <div class="mil-link mil-dark mil-arrow-place mil-up"> <span>Read more</span> </div> </a> </div> <div class="col-lg-4"> <a href="sr-ed-claims.html" class="mil-service-card-lg mil-other-card mil-more mil-mb-30"> <h4 class="mil-up mil-mb-30">SR&ED Claims</h4>  <p class="mil-descr mil-up mil-mb-30" style="text-align: justify;">We provide comprehensive support in claiming SR&ED incentives, ensuring your business maximizes refunds and benefits from this government program.</p> <ul class="mil-service-list mil-dark mil-mb-30"> <li class="mil-up">Eligibility assessment for SR&ED claims</li> <li class="mil-up">Detailed documentation and submission support</li> <li class="mil-up">Maximizing tax credits and refunds</li> <li class="mil-up">Guidance on qualifying research and development activities</li> <li class="mil-up">Simplified claim process</li> </ul> <div class="mil-link mil-dark mil-arrow-place mil-up"> <span>Read more</span> </div> </a> </div> </div> </div> </section>   <section class="mil-soft-bg"> <div class="container mil-p-120-120"> <div class="row"> <div class="col-lg-10"> <span class="mil-suptitle mil-suptitle-right mil-suptitle-dark mil-up">Looking to make your mark? We'll help you turn <br> your business into a success story.</span> </div> </div> <div class="mil-center"> <h2 class="mil-up mil-mb-60">Let’s make it <span class="mil-thin">happen together.</span><br> Ready <span class="mil-thin">when you are</span></h2> <div class="mil-up"><a href="contact-us.html" class="mil-button mil-arrow-place"><span>Contact us</span></a></div> </div> </div> </section>   <footer class="mil-dark-bg"> <div class="mi-invert-fix"> <div class="container mil-p-120-60"> <div class="row justify-content-between"> <div class="col-md-4 col-lg-4 mil-mb-60">  <div class="mil-muted mil-logo mil-up mil-mb-30" style="font-size: 28px;">Falcona Finance.</div> <p class="mil-light-soft mil-up mil-mb-30">Subscribe our newsletter:</p> <form class="mil-subscribe-form mil-up"> <input type="text" placeholder="Enter our email"> <button type="submit" class="mil-button mil-icon-button-sm mil-arrow-place"></button> </form> </div> <div class="col-md-7 col-lg-6"> <div class="row justify-content-end"> <div class="col-md-6 col-lg-7"> <h6 class="mil-muted mil-up mil-mb-30">Pages</h6> <ul class="mil-menu-list mil-up mil-mb-60"> <li><a href="index.html" class="mil-light-soft">Homepage</a></li> <li><a href="services.html" class="mil-light-soft">Services</a></li> <li><a href="contact-us.html" class="mil-light-soft">Contact Us</a></li> </ul> </div> <div class="col-md-6 col-lg-5"> <h6 class="mil-muted mil-up mil-mb-30">Help</h6> <ul class="mil-menu-list mil-up mil-mb-60"> <li><a href="privacy-policy.html" class="mil-light-soft">Privacy Policy</a></li> <li><a href="terms-and-conditions.html" class="mil-light-soft">Terms and conditions</a></li> <li><a href="cookies-policy.html" class="mil-light-soft">Cookie Policy</a></li> <li><a href="careers.html" class="mil-light-soft">Careers</a></li> </ul> </div> </div> </div> </div> <div class="row justify-content-between flex-sm-row-reverse"> <div class="col-md-7 col-lg-6"> <div class="row justify-content-between"> <div class="col-md-6 col-lg-5 mil-mb-30">  <h6 class="mil-muted mil-up mil-mb-30">Canada</h6> <ul class="mil-menu-list mil-up mil-mb-20">  <li> <a href="mailto:contact@falconafinance.com" class="mil-light-soft">contact@falconafinance.com</a> </li> </ul> <p class="mil-light-soft mil-up">Toronto, ON M4L 3B2</p> </div> <div class="col-md-6 col-lg-5 mil-mb-30">  <h6 class="mil-muted mil-up mil-mb-30">Follow Us</h6> <ul class="mil-social-icons mil-up"> <li><a href="https://facebook.com" target="_blank" class="mil-light-soft"><i class="fab fa-facebook-f"></i></a></li> <li><a href="https://twitter.com" target="_blank" class="mil-light-soft"><i class="fab fa-twitter"></i></a></li> <li><a href="https://linkedin.com" target="_blank" class="mil-light-soft"><i class="fab fa-linkedin-in"></i></a></li> <li><a href="https://instagram.com" target="_blank" class="mil-light-soft"><i class="fab fa-instagram"></i></a></li> </ul> </div> </div> </div>  <div class="col-md-12 d-flex align-items-center justify-content-between">  <p class="mil-light-soft mil-up mb-0">© Copyright 2025 - Falcona Finance. All Rights Reserved.</p> <p class="mil-light-soft mil-up mb-0">Powered by Falcona Finance</p> </div> </div> </div> </div> </footer>   <div class="mil-hidden-elements"> <div class="mil-dodecahedron"> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> <div class="mil-pentagon"> <div></div> <div></div> <div></div> <div></div> <div></div> </div> </div> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" class="mil-arrow"> <path d="M 14 5.3417969 C 13.744125 5.3417969 13.487969 5.4412187 13.292969 5.6367188 L 13.207031 5.7226562 C 12.816031 6.1136563 12.816031 6.7467188 13.207031 7.1367188 L 17.070312 11 L 4 11 C 3.448 11 3 11.448 3 12 C 3 12.552 3.448 13 4 13 L 17.070312 13 L 13.207031 16.863281 C 12.816031 17.254281 12.816031 17.887344 13.207031 18.277344 L 13.292969 18.363281 C 13.683969 18.754281 14.317031 18.754281 14.707031 18.363281 L 20.363281 12.707031 C 20.754281 12.316031 20.754281 11.682969 20.363281 11.292969 L 14.707031 5.6367188 C 14.511531 5.4412187 14.255875 5.3417969 14 5.3417969 z" /> </svg> <svg width="250" viewBox="0 0 300 1404" fill="none" xmlns="http://www.w3.org/2000/svg" class="mil-lines"> <path fill-rule="evenodd" clip-rule="evenodd" d="M1 892L1 941H299V892C299 809.71 232.29 743 150 743C67.7096 743 1 809.71 1 892ZM0 942H300V892C300 809.157 232.843 742 150 742C67.1573 742 0 809.157 0 892L0 942Z" class="mil-move" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M299 146V97L1 97V146C1 228.29 67.7096 295 150 295C232.29 295 299 228.29 299 146ZM300 96L0 96V146C0 228.843 67.1573 296 150 296C232.843 296 300 228.843 300 146V96Z" class="mil-move" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M299 1H1V1403H299V1ZM0 0V1404H300V0H0Z" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M150 -4.37115e-08L150 1404L149 1404L149 0L150 -4.37115e-08Z" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M150 1324C232.29 1324 299 1257.29 299 1175C299 1092.71 232.29 1026 150 1026C67.7096 1026 1 1092.71 1 1175C1 1257.29 67.7096 1324 150 1324ZM150 1325C232.843 1325 300 1257.84 300 1175C300 1092.16 232.843 1025 150 1025C67.1573 1025 0 1092.16 0 1175C0 1257.84 67.1573 1325 150 1325Z" class="mil-move" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M300 1175H0V1174H300V1175Z" class="mil-move" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M150 678C232.29 678 299 611.29 299 529C299 446.71 232.29 380 150 380C67.7096 380 1 446.71 1 529C1 611.29 67.7096 678 150 678ZM150 679C232.843 679 300 611.843 300 529C300 446.157 232.843 379 150 379C67.1573 379 0 446.157 0 529C0 611.843 67.1573 679 150 679Z" class="mil-move" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M299 380H1V678H299V380ZM0 379V679H300V379H0Z" class="mil-move" /> </svg> </div>  </div> </div>  </div>   <script src="js/plugins/jquery.min.js"></script>  <script src="js/plugins/swup.min.js"></script>  <script src="js/plugins/swiper.min.js"></script>  <script src="js/plugins/fancybox.min.js"></script>  <script src="js/plugins/gsap.min.js"></script>  <script src="js/plugins/smooth-scroll.js"></script>  <script src="js/plugins/ScrollTrigger.min.js"></script>  <script src="js/plugins/ScrollTo.min.js"></script>  <script src="js/main.js"></script> </body> </html>