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 C & C Professional Chartered Accountants we can refer you to the right lawyer in estate planning.
The areas in estate administration that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- Advise on assets protection
- Tax administration
- Estate distribution
