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Estate Planning

As unpleasant as the task is, and one which is often ignored, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

There are many issues relating to Estate Planning that need to be addressed.  In addition to our own experience with the taxation and business aspects of this process, we have business partners in the legal profession who are estate planning specialists.

Together we are able to assist you in protecting your investments and providing peace of mind for future generations of your family.  Some of the areas we cover are:

  • Meeting to discuss objectives for your estate 
  • Confirming assets - valuations, inventories, appraisals
  • Reviewing documentation involved in estate planning
  • Protecting the assets
  • Minimising the taxes and debts
  • Tax aspects of insurances and risk management in your estate
  • Liaising with estate planning lawyers and financial planners to provide a balanced and comprehensive approach to your estate.
  • Providing assistance and support to executors and loved ones in order to ease the compliance burden of managing the estate.

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