Estate Planning
Estate planning is a critical step in ensuring that your loved ones are taken care of after you’re gone. You spend your life managing your affairs but what happens with the unexpected or even the expected. At Connolly & Associates, we understand the importance of estate planning and offer a comprehensive range of estate planning services to help you protect your assets and ensure that your wishes are carried out exactly as you intend. Our experienced team of estate planning accountants and advisers can guide you through the process, tailoring a plan to suit your unique circumstances and ensuring that your loved ones are provided for.
Got a question about your business?
Call us now for free advice.
Estate Planning
Estate planning is a critical step in ensuring that your loved ones are taken care of after you’re gone. You spend your life managing your affairs but what happens with the unexpected or even the expected. At Connolly & Associates, we understand the importance of estate planning and offer a comprehensive range of estate planning services to help you protect your assets and ensure that your wishes are carried out exactly as you intend. Our experienced team of estate planning accountants and advisers can guide you through the process, tailoring a plan to suit your unique circumstances and ensuring that your loved ones are provided for.
Got a question about your business?
Call us for free advice now.
What is Estate Planning
Estate planning is the process of planning for the transfer of your assets to your loved ones after you pass away. At Connolly & Associates, we can help you create an estate plan that outlines your wishes and ensures that your assets are distributed according to your wishes. Our team of experienced estate planning professionals will work with you every step of the way to ensure that your estate plan is comprehensive and tailored to your specific needs.
What is an Estate Plan
An estate plan is a comprehensive document that outlines your wishes for the distribution of your assets after you pass away. It includes everything from your will to your power of attorney and can even include instructions for your funeral. At Connolly & Associates, we can help you create an estate plan that is tailored to your specific needs and ensures that your wishes are carried out exactly as you intend.
Estate Planning Services
At Connolly & Associates, we offer a range of estate planning services to help you protect your assets and ensure that your loved ones are taken care of after you’re gone. Our services include everything from creating a will to establishing trusts and powers of attorney. Our team of experienced estate planning professionals will work with you every step of the way to ensure that your estate plan is comprehensive and tailored to your specific needs.
Estate Planning Strategies
Estate planning is a complex process that requires careful consideration and planning. At Connolly & Associates, we can help you develop estate planning strategies that will help you achieve your goals and ensure that your wishes are carried out exactly as you intend. Our team of experienced estate planning professionals will work with you to understand your unique needs and develop a plan that is tailored to your specific situation.
Estate Planning Superannuation
Superannuation is an important part of estate planning, as it can have a significant impact on the distribution of your assets after you pass away. At Connolly & Associates, we can help you navigate the complex rules and regulations surrounding superannuation and ensure that your assets are distributed according to your wishes. Our team of experienced estate planning professionals will work with you every step of the way to ensure that your estate plan is comprehensive and tailored to your specific needs.
Estate Financial Planning
Estate financial planning is a crucial component of the estate planning process. At Connolly & Associates, we can help you develop a comprehensive financial plan that takes into account your assets, liabilities, and other financial considerations. Our team of experienced estate planning professionals will work with you to understand your unique needs and develop a plan that is tailored to your specific situation.
Estate Planning Accountants
At Connolly & Associates, we have a team of experienced estate planning accountants who can help you navigate the complex tax implications of estate planning. Our accountants will work with you to understand your unique situation and develop a plan that minimises your tax liabilities while ensuring that your assets are distributed according to your wishes.
Estate Planning questions to consider
- Do you have a valid will?
- What would happen to your business if you died/ were incapacitated or became seriously ill and unable to work for a length of time ?
- What is the real value of your business?
- Do you have cross ownership agreements with external partners and adequate insurance funding?
- What are your 3 biggest business risks?
Have a question?
Get in touch with us by filling out the form below with your enquiry details. We will aim to get back to you within 1–2 business days.