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 The Rogers Group 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:
We offer a range of free, easy to use online resources including:
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Phone:
02 9267 7655
Fax: 02 9266 0243
The Rogers Group has been working in conjunction with my clients and my firm for the last six years. In that time we have received nothing but excellence in service. The team at The Rogers Group led by Ms. Catriona Rogers applies a proactive approach to handling all Tax and financial matters. - Lachlan Schonfelder, MW Planning Pty Ltd
I have used The Rogers Group for financial and accounting advice over a period of 12 years, both at a personal and professional level. During this period I have found that they provide timely and courteous service at all levels of the organisation. - George M, CEO – Mining Industry
Thank you so much for your help in the last year – we really appreciate it and thanks for sorting out our lovely shoe box approach to accounting. Stephen, thank you as well for answering many questions and help with MYOB. We are grateful. Kind Regards - Anita & Shaun C