Estate planning in Geelong to set up for the future

While we don’t know exactly what the future holds, with quality estate planning Geelong people can help shape it for their beneficiaries.

Estate planning is about managing your financial legacy and it involves careful consideration. While solicitors handle wills and other legalities, experienced accountants provide invaluable assistance in ensuring your assets are distributed in line with your directions.

And because we can’t know what the next few years or few decades will bring, estate planning needs to start sooner rather than later. So don’t wait until you retire. Start early. If you set up a business in your 20s or 30s, put estate planning in the mix. While your assets might seem small in the beginning, over the years they may well grow substantially. And when your circumstances change – divorce, marriage, kids or grandkids – then review the plan to see whether it is still what you want.

At CD&G Accountants, our highly-trained accountants are skilled when it comes to estate planning in Geelong. We understand the complex tax implications involved in estates. And we’ll find the most tax-effective ways to structure your estate so it’s preserved for your heirs. After all, you spend years toiling to build up your assets. So take the time to make sure they end up exactly where you want them to go – without losing a large portion to tax.

Financial legacy

Our accountants can play a valuable role in helping you organise your estate for the future. We will listen to your aims and wishes, then suggest the best possible structure for you to achieve your goals. Of course, we’ll need a comprehensive understanding of your assets and liabilities in order to build a firm base for your plan.

At CD&G Accountants, we know estate plans are too important to be put off. Just think of their scope. They make it possible for you to keep control of your assets even if you are incapacitated. They allow you to choose who will make decisions on your behalf. And, of course, they provide a welcome financial legacy for the people you love. All really good reasons to talk to experts including accountants about planning for the future.

For quality estate planning Geelong people can trust CD&G Accountants for professional assistance. Please contact us on (03) 5229 7191 to book an appointment with our experienced team.