Estate Planning

A well considered Estate Plan is crucial to ensure that you protect those you love from losing part or all of their inheritance to third parties such as creditors or former spouses and can also assist you and your beneficiaries with tax minimisation.

At Crosby Dalwood we can assist you with your Estate Planning affairs. We are able to work with you and your Solicitor to ensure that your Estate affairs (such as your Will, Power of Attorney and Advance Care Directive) adequately meet your needs and wishes.

As Chartered Accountants and Financial Advisers we can also work with you to make sure that your legal documentation complements your Accounting and Financial Planning to give you and your beneficiaries the optimal outcome.

Our expert team is also able to assist with Estate Administration in the event that a loved one passes away. This includes services such as working with a solicitor when applying for Probate, preparing Tax Returns for the deceased or their Estate and claiming and paying out all assets to beneficiaries as per the Will.

Estate Planning is a complex process and the cost of getting it wrong can be high. Crosby Dalwood is able to provide you with assistance and guide you through the process to make it as easy and painless as possible, whilst giving you and your beneficiaries the best outcome possible.

 

Crosby Dalwood Pty Ltd ABN 30 132 317 876 provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. Australian Financial Services Licence Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia.

We are committed to ensuring the privacy and security of your personal information.  As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.

The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.