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.
The areas in estate administration that IEC Advisory can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- We can refer to legal advisors for document preparation and organising court and administration procedures
- Documentation involved in estate planning
- Protecting the assets
- Paying taxes and debts
- Estate distribution
For more information regarding Estate Planning, please Enquire Now.