Preparing your Will is a daunting task that’s often put off for another time – and understandably so. Estate planning is a highly complex and specialised area. But with our help, and the help of our network of experts, ensuring your intentions are known is made simple.
We can assist with
- Wills and testamentary trusts
- Taxation planning
- Powers of attorney
- Advance health directives
- Binding death benefit nominations
- Asset structuring
Executor of a deceased estate?
It’s a big responsibility that often leaves the executor wondering where to begin. During this time, we can help you:
- Calculate income tax and capital gains tax liabilities
- Prepare final income tax returns for the individual and the estate
- Apply for estate tax file number
- Apply for a probate with our recommended solicitors
- Valuate assets and businesses
- Calculate and assist in distributing the estates net surplus to beneficiaries