Estate Planning Services
Bruce Edmunds & Associates’ estate planning services aim to maximise value and minimise taxes. Our estate planning accountants help you plan to distribute and manage your assets after you pass away. With specific goals, we create a tailored estate plan suitable to your wishes, desires, capabilities, and assets.
What is estate planning?
Estate planning is more comprehensive than a Will. Your Will is just one component of an estate plan, albeit an incredibly important part. A Will, however, is only applicable to assets you own at your time of death. Therefore, accurate and comprehensive estate planning involves a variety of components, some of which we list below. Each estate plan is customised, so when you speak to Bruce Edmunds, we will offer you completely tailor-made guidance and advice.
An estate plan can be made up of:
- Your Will
- Superannuation funds
- Trusts
- Insurance
- Power of attorney arrangements
- Guardianship arrangements
Other factors influencing your estate planning include your estate’s size, insurance policies and outstanding debts.
Organise a consultation with an experienced accountant…
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Estate planning accountants
Careful estate planning gives individuals the utmost peace of mind for the future, Careful estate planning gives individuals the utmost peace of mind for the future, and with the skilful and educated Bruce Edmunds team behind you, you can have confidence that your estate planning is accurate, appropriate, and correctly documented.
BE with us
Melissa B. Com (Accounting and Finance) CA
SENIOR ACCOUNTANT
Melissa was with the firm from July 2007 to December 2010, and returned in July 2013 and works full time.
Stephen B. Bus (RMIT) CA
MANAGING DIRECTOR
Stephen joined the team in 1987. He is a Chartered Accountant, Registered Company Auditor, SMSF Auditor and Law Institute External Examiner.