Providing Excellent Professional Services with Integrity.
Finding The Right Balance For Improved Performance
Stimulating Competition By Creating Opportunities
Timely Solutions To Business Problems
Goals Aligned With Business Needs & Priorities
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.
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 are required to perform a number of duties. At Kapil Shama Aggarwal & Associates we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.
The areas in estate administration that we can assist with include:
Meeting to discuss objectives for your estate
Confirming assets - Valuations, inventories, and appraisals