Estate and Succession Planning
Whether you are single or a couple, proper and effective estate planning is essential to ensuring you and your family gain the greatest possible benefit from your assets and investments. Reasons to plan your estate include:
- to provide for your retirement
- to achieve the right balance between your income and growth assets
- to maximise the financial return on your investments
- to protect your assets
- to ensure that you and your finances are looked after when you are not in a position to do so
- to ensure your estate is dealt with in accordance with your wishes when you die
- to save your family from unnecessary legal and financial problems and stress when you die.
Our services
Our Estate Planning team is able to provide a full range of estate planning services including:
- providing extensive advice on estate planning complexities (e.g. taxation issues, superannuation, family trusts, family companies)
- Preparing Wills - from simple Wills to complex Wills involving testamentary discretionary trusts , life interests and trusts for beneficiaries with disabilities
- Preparing Powers of Attorney
- setting up Family Trusts
- ensuring the succession of family business/company/trust