Our Services
Estate Planning
As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.
The executor and trustee of a will is required to perform a number of duties. At GTC Financial we are experienced in estate planning, and can assist the executors and trustees to ensure the succession plan for your assets will be adhered to.
The areas involved in estate administration we are able to assist in include:
- Meeting to discuss objective for your estate
- Confirming assets – valuations, inventories, appraisals
- Co-ordinating the preparation of documents
- Protecting the assets
- Paying taxes and debts
Succession Planning
In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.
