Estate Planning Moss Vale
What is Estate Planning?
Planning for what happens after you're gone is one of the most caring things you can do for the people you love. At Pietsch Partners, our Southern Highlands based accountants work closely with lawyers to help you build an estate plan that reflects your wishes and looks after your family. An estate plan can bring together documents such as:
- A will
- Superannuation death benefit nomination
- Testamentary trusts
- Life insurance
- Powers of attorney
- Power of guardianship
- An advance healthcare directive
- Succession of ownership (for business owners)
Together, these set out how your assets will be distributed, who will care for your children if they're still young, who can make health or lifestyle decisions on your behalf and who will be responsible for carrying out your wishes. Putting a plan together takes time and thought, but it's the surest way to know your family and your assets are protected when the time comes, and to spare the people you love difficult decisions during an already hard period.
If you have questions about estate planning, our accountants are here to help. Get in touch with us today.
Helping You Every Step of the Way
We work alongside you and your lawyer across all areas of estate administration, including:
- Meeting with your lawyer
- Confirming your assets by identifying your business's ownership structure, along with valuations, inventories and appraisals
- Liaising with your lawyer so your will protects your assets and reflects your objectives
- Liaising with the executor of your estate on outstanding payments and distributions
- Preparing income tax returns up to the date of death
- Applying for a tax file number for the deceased estate
At Pietsch Partners, we handle the financial side of your estate plan while your lawyer takes care of the legal documents, so between us, nothing is left to chance. We'll make sure you have a clear picture of your finances, explain any financial or legal jargon along the way and help you focus on what matters most to you and your family. Servicing clients throughout the Southern Highlands, across Australia and internationally from our offices in
Forbes,
Dubbo and
Moss Vale, call us today on
(02) 4811 1581 to speak with our team.
Do I Need an Estate Plan?
While an estate plan isn't a legal requirement, having one is very much in your interest. Beyond setting out clearly what you want to happen to your assets, it records your wishes on who can take charge of your affairs if illness or age ever leaves you unable to, so those decisions rest with the people you trust rather than being left to chance.
More than anything, an estate plan is a gift to the people you love. It means you're prepared for the inevitable, it eases the pressure on your family during an already emotional time, and it can head off the
family conflict that sometimes arises over how assets are shared. When you're ready to talk it through, Pietsch Partners can connect you with a lawyer and make sure every one of your assets is accounted for.
Why Choose Us?
Our chartered accountants have the skill and experience to make sure every asset is accounted for within your estate plan. Working hand in hand with your lawyer, we'll help ensure your plan is legally sound and that it reflects your wishes faithfully, down to the details that matter most to you. If you have any questions, talk to our team today. Whenever the time is right for you, we're here to help.
