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Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of 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 BWR Accountants & Advisers, we are experienced in estate planning and can guarantee that the succession plan for your assets will be abided by.

The areas involved in estate administration that we are able to assist in include:

  • 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

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Forbes

36 Templar Street

PO BOX 837, Forbes NSW 2871

t (02) 6852 1855, f (02) 6852 4198

info@bwraccountants.com.au

Parkes

136 Clarinda Street

PO BOX 94, Parkes NSW 2870

t (02) 6862 1444, f (02) 6862 4825

info@bwraccountants.com.au

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