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 executor and trustee of a will are required to perform a number of duties. At Selwood Ackerly Accounting Services we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

Back to Services

latestnews
 
* essential
    Image     

            Selwood Ackerly Accounting Services 
                       Pty Ltd is a CPA Practice.

Liability limited by a Scheme approved under

         Professional Standards Legislation.        

Selwood Ackerly Accounting Services Privacy Policy

Copyright Selwood Ackerly Accounting Services ©

  | Disclaimer | Site Map | Online software for accountants by Wolters Kluwer