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Estate Planning

Planning for the distribution of your estate is a complex but necessary component of your overall financial management plan and involves more than just having a documented will. For a lot of Australians, passing control of your assets to your intended beneficiaries on death is a critical concern and tends to be unchartered territory. Cleave Accounting works carefully with clients to manage their estate planning properly and streamline the distribution of their legacy, protecting assets into the future with minimal tax burden.

Our advisers appreciate the complexities estate planning can encounter and can advise on the many issues that require consideration when forming an estate plan, such as asset protection from legal disputes and tax effective strategies for beneficiaries.

With a good estate plan clients can enjoy peace of mind and help prevent potential complications down the track. It can be wise also to seek professional legal advice concerning estate planning in light of your personal circumstances. Cleave Accounting works in conjunction with trusted legal specialists that help clients establish and understand potential tax implications of vital documents such as a will, power of attorney, guardianship or trust.

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