Penticton: 778-476-2600

Estate Planning

Our devoted team is focused on helping each client protect their funds. Kochhar & Co. Chartered Professional Accountants understand how hard you work for your money. We are proficient in our ability as Estate Tax Accountants to help you preserve your wealth. We are committed to helping you create a sustainable future for your children, your family, and your beneficiaries. Correct estate planning is vital to secure your family's future. 

Our CPAs specialize in helping clients attain their business goals. Feeling confident about the future of your company is important. Working with a Chartered Professional Accountant can help you succeed with your daily, monthly, and yearly operations. 

As your company grows and your asset portfolio expands, we can assist you along the way to prevent any potential issues while minimizing your losses. We believe in educating our clients and addressing all your questions and concerns. 

Experience The Kochhar & Co. Difference

Our experienced team of Chartered Professional Accountants has the education and the skills to help you solve any of these common issues:

We provide detailed estate planning solutions to help you minimize taxes upon retirement or death.

We are happy to review your goals and facilitate changes in your will to lessen how much tax will be owed.

We can help protect the welfare of your surviving spouse or beneficiary by offering solutions to reduce the taxes.

Our experts can discuss the life insurance policy choices that will lessen taxes upon death and ensure the maximum benefit to your beneficiaries.

Planning Now Can Protect Your Future

Estate planning when you are alive is vital for helping you protect your assets in the future. Kocchar & Co. is proud to offer our clients reliable advice that can secure everything you have worked so hard to attain. 

We explain the options you need to lessen your estate taxes and related costs. We believe in educating our clients every step of the way and are happy to address any of your concerns. 

Contact us at your earliest convenience to discuss your estate planning or any other accounting needs. We value getting to know our clients and their family. Understanding your priorities delivers details that allow us to help you attain your personal and financial goals. 

Transferring wealth is a large commitment that has the potential to influence your future generations. We engage in wholesome discussions and a warm approach to fulfill the needs of your family and your business.