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Melbourne Accountant

Estate Planning

As unpleasant as the task is, 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 Black & Krantz we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

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

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

  

 
Complimentary Obligation
Free Consultation
Contact Us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or Statement of Advice, but will help you decide whether the services we offer are right for your needs.

Places offered now – book a free introduction to discover what financial planning can do for you today.
Testimonials
20 years and $35 million later…
"Julian has helped us steer our course from an annual turnover of $200,000 in 1981 to over $35 million in 1997/98."
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Black & Krantz are professionals at helping you make smart choices about your money, based on what is important to you, giving you the motivation and strategies to actually achieve your goals and dreams.
...decisions made simple!
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Andrew Krantz, Julian Black and Linda McKenna are Authorised Representatives of Count Financial Limited. Corporate entity trading as Wealthadvisers.com.au Pty Ltd ABN 93 922 716 306 trading as Black & Krantz is an Authorised Representative of Count.
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