Estate Planning
We help you handle the heavy paperwork and intricate planning required for estate planning.
As unpleasant as the task is, Estate planning is one of the necessities in life. We will guide you through the process of providing for business continuity.
Estate planning 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 for the business’ legacy to live on.
Key Features
- Meeting to discuss objectives for your estate
- Assisting your executor
- Confirming assets - valuations, inventories & appraisals
- Liaising with your legal and financial advisers to implement your estate plan
THE TEAM
Our firm employs an experienced team of highly qualified and motivated individuals who strive to provide a high level of service. Our accountants keep abreast of new trends, policies and procedures. Our focus is on our clients, ensuring that every effort is made to provide excellent client service.