Estate Planning

Estate Planning Advice – so your intended beneficiaries receive the rewards of your hard work.

After working hard all your life, it’s important to be certain that your Estate will be distributed in a way that offers family members security, and that your assets are passed on to the people of your choosing.

Accountable Business Solutions can assist your with Family Estate Planning so upon your death your assets are distributed as planned, your Estate is not heavily impacted upon by taxes and there is a path for the future of your business.

As part of our Estate Planning services, our Ballarat accountants work with you and your solicitor to ensure your businesses structure enables the smooth transition to sale, being taken over by relatives or business partners or otherwise.

We also work to ensure your Will lessens the likelihood of family disputes and that your Estate does not incur a significant tax burden.

Make sure your intended beneficiaries are the ones that receive your assets by making an appointment to discuss Estate Planning with the experienced Ballarat accountants at Accountable Business Solutions.

Our Estate Planning team can also assist your with Succession Planning for your business, Asset Protection Services and many other Ballarat Accounting Services.

Accountable Business Solutions is based at 6 Lydiard St South, Ballarat. Make an appointment by phoning 03 5331 3118 or contact us via email.