estate planning

A carefully constructed Estate Plan allows you to plan for the provision for you and your loved ones without giving up control over your affairs. Estate Planning is an often neglected area of consideration for Australian families however the potential consequences of a lack of planning in this area can be substantial, and can include lengthy and costly legal proceedings, challenges to your Estate and unexpected tax outcomes. Starting with confirmation of your estate objectives, an effective estate plan should allow your assets to be distributed to whom you wish to benefit in a timely and tax effective manner.

Our Estate Planning program considers the following areas of your requirements:

  » Goals and objectives
» Considerations for Wills
» Powers of Attorney, including Enduring Powers of Attorney
  » Asset Ownership
» Superannuation, including SMSF Wills
» Testamentary Trusts 

We will happily work with your existing legal advisers or make arrangements for an appropriate referral partner to assist you with the preparation of Wills, Powers of Attorney and other legal documentation, and the finer points of the legislative regime.

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 I am prepared to meet my Maker. Whether my Maker is prepared for the great ordeal of meeting me is another matter.

Sir Winston Churchill
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