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Estate Planning


 

It is human nature to put off thinking about some of the more unpleasant tasks in life. Unfortunately, estate planning is one of the necessities of life. It is important to have a clear and well documented idea of how your cash, assets, liabilities and belongings will be dealt with after you pass.

The executor and trustee of a Will is required to perform a number of duties. At Simmons Livingstone & Associates we are able to point you in the right direction when it comes to estate planning.

THE AREAS IN ESTATE ADMINISTRATION THAT WE CAN ASSIST WITH INCLUDE:

  • Discussing the objectives and wishes for your estate
  • Protecting the assets
  • Structuring assets and investments in a way to reduce taxes and debts that may
    be incurred
  • Estate distribution
  • Court approval for a grant of administration
  • Documentation involved in estate planning

Get in Touch

Contact us today to find out how we can assist you and your business with accounting and tax agent services.



SLG Financial Services Pty Ltd ABN 63 734 659 141 Ltd [t/a Simmons Livingstone & Associates] is a Corporate Authorised Representative of lnfocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523. Please Note: SLG Financial Services Pty Ltd is only authorised by lnfocus Securities Australia Pty Ltd to provide services related to financial products. Where services provided by SLG Financial Services Pty Ltd extend outside of financial products, please be aware that lnfocus is not responsible for this advice or service.