At LBW Chartered Accountants we are experienced in estate planning and administration, and can provide tax guidance your family will need in a difficult time.
Why choose LBW Estate Planning Services?
We will liaise with solicitors who specialise in the law relating to estate planning and estate administration. The executor and trustee of a will are also required to perform a number of duties, which we can also discuss with you.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
| What services do we offer? |
| The areas involved in estate administration we are able to assist in include: |
| Meeting to discuss planning of your estate; |
| Confirming assets (i.e. business valuations and appraisals, inventories etc); |
| Assistance in obtaining approval for a grant of probate (inventory of assets); |
| Assistance with documentation involved in estate planning, wills and power of attorney; |
| Protecting the asset; |
| Administration of taxes and debts; |
| Estate distribution; |
| Working with your solicitors to ensure your assets go to family members and their successive generations, and are not exposed to relationships outside the family group; |
| Discuss the benefits of testamentary trusts; and |
| Timing of administration to the advantage of you beneficiaries. |
| Contact us |
| Contact Richard Bull at LBW Chartered Accountants on (03) 5221 6111 for more information on creating an estate plan tailored to your needs and circumstances. |
Download - LBW Estate Planning Brochure
