LBW – Your Leading Geelong Estate Planners

Get the peace of mind that your assets will be managed how you want.

It’s often a topic no one wants to discuss but at a time of bereavement and high emotional distress, estate planning and real estate valuation is essentially about peace of mind; knowing your assets will be managed how you want, now and into the future.

Estate planning is important for you and your beneficiaries regardless of your age. Family units are becoming increasingly complex, and for this reason, estate planning and real estate valuation have become even more critical over the years.

Our experienced and understanding team can provide the guidance your family will need during this difficult time. We can liaise with solicitors, together with executors and trustees of your will. And for business owners, a succession plan is essential. At LBW Business + Wealth Advisors, we can guide you through the process of providing business continuity.

Estate administration services include:

  • Planning of your estate and structure, superannuation financial planning
  • Confirming assets (business evaluations and appraisals, inventories)
  • Assistance in obtaining approval for a grant of probate (
    inventory of assets)
  • Assistance with documentation for estate planning, wills and power of attorney
  • Protecting the assets
  • Administration of taxes and debts
  • Estate distribution
  • Discussing the benefits of testamentary trusts
  • The timing of administration to the advantage of your beneficiaries

Get In Touch for more information on creating an estate plan tailored to your needs, contact Richard Bull or Simon Flowers on (03) 5221 6111.

Simon Flowers is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934

  

Get in Touch Today 

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LBW Estate Planning Accountant Team

Richard Bull

Richard Bull

PRINCIPAL

Richard is a Principal in our Business Advisory team providing accounting and tax services and is committed to deep and long lasting client relationships.

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Richard Bull, Principal

(03) 5221 6111

Simon Flowers

Simon Flowers

PRINCIPAL

Simon heads up the Superannuation team and is also a specialist in tax and business advisory.

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Simon Flowers, Principal

(03) 5221 6111