Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executors and trustees of a will are required to perform a number of duties. At Australian Accounting & Franchising Professionals, we are experienced in estate planning and can plan for the right succession plan for your assets.
The areas in estate planning that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
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