The value of estate planning in Geelong

It’s a misconception that estate planning in Geelong is only about wills, and only for the wealthy.

While the will is indeed a key player, there is so much more to a successful plan. People usually accumulate assets during their lives through hard work and long careers. Through estate planning, they can carefully arrange those assets to ensure they are distributed according to their wishes after death.

While lawyers handle the legal side, experienced accountants are a major asset during the estate planning process. Because accountants know the tax landscape so well, they can work with you to address all tax implications. After all, you want to find the most tax-effective way to put your wishes in place, helping protect your loved ones and your financial legacy.

Our accountants make sure we have a clear picture of our clients’ assets and how their finances are set up. Then we make recommendations about the most efficient way to structure and manage their financial legacy.

Estate plans also enable you to retain control of your assets even if you are incapacitated, allow you to select who makes decisions for you and builds financial security for your loved ones.

To start your estate planning, please contact our friendly team at CD&G Accountants to book an appointment.