As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.
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 is required to perform a number of duties. At Palfreyman Chartered Accountants we are experienced in estate planning, and can assist in:
- Meeting to discuss objectives for your estate
- Confirming assets - valuations, inventories, appraisals
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution