Tristone Financial Group, Business & Wealth Advice, North Sydney

Estate Planning

As unpleasant as the task is, 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.

The areas in estate administration that we can assist with include:

• Meeting to discuss objectives for your estate
• Confirming assets - valuations, inventories, and appraisals
• Court approval for a grant of administration
• Documentation involved in estate planning
• Protecting the assets
• Paying taxes and debts
• Estate distribution

Tristone Private Wealth Pty Ltd is a Corporate Authorised Representative of Premium Wealth Management Ltd (AFSL No 237498).