Estate Planning

Estate Planning Moss Vale

What is Estate Planning?

At Pietsch Partners, our Southern Highlands based accountants are experienced in working with lawyers to develop an estate plan. An estate plan can consist of 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)

All of these documents are to contain your wishes on how your assets will be distributed, as well as who will take guardianship of your underage children, who has the power to make health or lifestyle decisions for you and who will be responsible in making sure your wishes are carried out. Whilst organising an estate plan can be a timely process, it is the best way to ensure your assets and family are protected when you pass away.

If you have more questions regarding estate planning, don’t hesitate to get in touch with our accountants today.

Helping You Every Step of the Way

Working with clients to assist in all areas of estate administration, including:

Meeting with your lawyer
Confirming your assets by identifying ownership structure of your business, valuations, inventories & appraisals
Liaising with your lawyer to ensure your will protects your assets & meets your objectives
Liaising with the Executor of your estate for outstanding payments or making distributions
Preparing income tax returns to date of death
Applying for tax file number of deceased estate

At Pietsch Partners, we can work collaboratively with your lawyer to ensure all aspects of your finances and assets are taken care of within your estate plan. We will ensure you have a clear understanding of your finances, explain financial and legal jargon, and help you identify what is important to you. Servicing clients throughout the Southern Highlands, across Australia and internationally from our offices in Forbes, Dubbo, Moss Vale, call us today on (02) 4811 1581 to speak with our team.

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Do I Need an Estate Plan?

Whilst it is not legally required to have an estate plan, it is definitely in your best interest to have one. Not only does the estate plan clearly set out what you want to happen to your assets when you pass away, but it also lists out your wishes on who can take charge of your affairs if you lose the capacity to do so, either due to illness or age.

An estate plan means you are prepared for the inevitable, and also helps to relieve additional pressure on your loved ones during an already emotional time. It can also reduce the risk of family conflict that may arise due to asset distribution. If you are ready to discuss your estate plan, Pietsch Partners can help you get in touch with a lawyer and ensure all your assets are accounted for.

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Why Choose Us?

Our Chartered Accountants have the skills and knowledge to ensure all your assets are catered for within your estate plan. We can work together with your lawyer to ensure your estate plan is legally valid, and help you make sure your wishes are accurately reflected. Talk to our team today if you have any further questions. We are here to help whenever you need us.

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