Estate Planning

As unpleasant as the task maybe, 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 Pietsch Partners we are experienced in estate planning and working with lawyers to provide a succession plan for your assets.

The areas in estate administration that we can assist with include:

  • Meeting with you and your lawyer to discuss objectives for your estate
  • Confirming assets - ownership structure, valuations, inventories, and appraisals
  • Liaising with your lawyer to formulate a will to meet your estate planning objectives and asset protection
  • Liaising with the Executor of your estate for payment of all outstanding taxes and debts
  • Liaising with the Executor of your estate to make distributions to beneficiaries
  • Attending to accounting for your estate during the estate administration process of collecting all assets, payment of liabilities, and distributions to beneficiaries
  • Preparation of income tax returns to date of death
  • Application for tax file number of deceased estate
  • Preparation of income tax returns for the estate

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Address

466B Argyle Street, Moss Vale NSW 2577, Australia

Call Us

04 0353 9212

Mail Us

yvette@pietschpartners.com.au