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.
The executor and trustee of a will are required to perform a number of duties. At
L Peruch & Co we are experienced in estate planning and can work successfully alongside your legal advisors.
The areas in estate administration that we can assist with include:
- Meeting to discuss objectives for your estate
- Confirming assets - Valuations, inventories, and appraisals
- Protecting the assets
- Paying taxes and debts
- Estate distribution
