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Estate Planning

As unpleasant as the task seems, 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, including the most appropriate business structures to help achieve your estate plan goals. We can guide you through the process of providing for business continuity. However to formalise an estate plan we recommend you talk to your solicitor or an estate planning specialist.

The areas involved in estate administration we are able to assist with include:

  • Meeting to discuss objectives for your estate 
  • Confirming assets - valuations, inventories, appraisals
  • Protecting the assets

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