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Sheridan Partners Estate Planning

Estate Planning is reviewing your assets and deciding who you wish to leave them to upon your death.  You will then need to make a will to ensure your wishes are carried out. Making a will and deciding who we want to leave our assets to is a sensitive subject but something we all need to do.

We recommend you retain the services of a Lawyer when making your will to ensure your assets are disposed as per your wishes.  Making your own will can be fraught with danger. As your accountants we generally have a good knowledge of your assets and can assist with assessing the tax implications of transfers to beneficiaries.

We can work together with you and your lawyer to alleviate any issues or problems when your will comes into effect.


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