Deceased Estate Planning
Estate Planning
At Kaias Phillips, we can advise you to make your own decisions by tailoring your estate planning arrangements to fit your unique individual circumstances. Careful estate planning can help to ensure that the wealth you have built is transferred smoothly, tax-effectively and, most importantly, according to your wishes. Together with your legal advisors, we can provide advice on:
- Wills
- Tax effective Estate distributions
- Intergenerational wealth transfers
- Testamentary trusts
- Powers of attorney
- Superannuation and Beneficiary nominations
Deceased Estates
The unfortunate situation of having to deal with managing a Deceased Estate can be confusing and stressful. We can provide advice and support on managing the various tax and compliance related matters of administering a Deceased Estate, including assistance with the preparation of Deceased Estate tax returns and advice on a range of issues which include:
- Role and Functions of the LPR/Executor
- CGT implications
- Superannuation death benefits
- Death benefit employment termination payments
- Taxation obligations of the Deceased Estate
- Taxation of Beneficiaries
Contact us today to ensure that your trust is formed and administered as effectively as possible, covering all legal requirements allowing it to fulfil its purpose.