Estate Planning

Estate planning is one of the necessities of life. Knowing your 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 James Mathers & Co we are experienced in estate planning and will assist with 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
  • Assistance with documentation involved in estate planning
  • Advising on strategies to protect assets
  • Advising on paying taxes and debts
  • Estate distribution
  • Ensuring your Will is drafted to ensure that your assets are dealt with in accordance with your wishes
  • Advising on taxation minimisation
  • Establishment of testamentary trusts

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Our Services

At James Mathers & Co we aim to provide you with advice when your business needs it, not just when you ask for it. Click to view our BusinessSpecialist and Tax and Audit services.
Resources

We offer a range of free, easy to use online resources including calculators, internet linkskey financial dates and tax facts.
Contact Us

We can be found at 27 Bydown Street, Neutral Bay, NSW 2089. If you would like to talk to us please call (02) 9953 0744 or email james@jamesmathers.com.