- Tax & Accounting
- Financial Services Advisory
- Corporate Advisory
Planning for the distribution of your estate is a complex but necessary component of your overall financial future. Estate planning requires much more than just preparing a Will. It involves numerous and complex administration requirements particularly where you have family trusts and companies.
Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to do so in the future. At Equiti Partners, our accountants work closely with you, your lawyers or advisers to help you with the planning of your estate and protection of assets.
Examples of areas that can be implemented:
- Drafting and finalising your will
- Deciding the executor/s
- Choosing your Power of Attorney
- Planning issues around trusts/company structures
- Deciding on a testamentary trust if applicable
- Managing potential tax liabilities of your beneficiaries
Your Partner in Success
To get started, contact our offices to speak to one of our Accountants. From our experience success is all about having the right partner, and with the majority of our new clients coming via personal referral, it’s clear our existing partnerships are getting results.