Estate Planning

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 areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets — Valuations, inventories, and appraisals
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution

 

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What our clients say...

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For over two decades I have approached Williamson & Co for sound, practical business advice on which I have been able to make important decisions. 

Terry Foster - Machine Part Welding



The Williamson & Co staff take care of my annual accounts and tax obligations in a timely, efficient and friendly manner and the management team are always close by for when I need to throw an idea around.

Ian Beckhaus - Triumph Motorcycles
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