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 Palani & Associates 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
We have been using Palani & Associates for both tax and financial planning for the last 20 years, since the time we migrated from India. Ramiah is a very friendly and helpful person, who understands the needs of clients and provides excellent strategy advice and service. We have been constantly referring clients and all those we have referred have been very happy with the professional work carried out by this firm and their staff. We will continue to refer clients.
Mohan & Viji
