Peter Mulcahy Public Accountant, Reg.Tax Agent
Professional National Accountant
Our Services
Estate Planning
This is a topic that many find distasteful as it requires you to confront your mortality. Estate Planning is a necessity for all shrewd individuals. Being aware that your hard won assets will be dealt with in a manner which you have chosen allows you to sleep well at night, and puts your mind at rest.
It is essential for all business people to have worked out their succession plan well ahead of the onset of illness, or dementia, or your demise.
We can assist you and guide you through the process of ensuring your businesses continuity. Both the executor and trustee of your will are required to perform a number of duties. We work with lawyers who are highly experienced in estate planning, who can guarantee that there will be no deviation from the succession plan for your assets.
The areas of estate planning we can assist you with are:
- Meeting with you to discuss your wishes for your estate
- Confirming what assets you have - appraisals, inventories and valuations
- Court approval for the grant of administration
- Documentation involved in estate planning
- Obtaining listing of all your assets
- Protecting your assets
- Ensuring regular review of your Will
- Paying taxes and debts
- Estate distribution
Contact us now for more information on how we can assist you with formulating and preparing your estate plan.
