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Does Wealthmate offer Tax and legal advice?

April 26, 2017legal advice Offer tax wealthmate

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Does Wealthmate offer Tax and legal advice?

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The financial planning process by definition encompasses many legal and accounting issues. We will provide general estate planning and income tax planning advice and recommendations. However, we are not attorneys or Chartered Accountants (CA) and therefore cannot draft any documents or prepare any tax returns. We are happy to refer you to several qualified attorneys and CAs to meet your needs if you do not already have existing relationships.