Estate Planning

Yes, we all have to face our own mortality at some point. None of us are exempt, so it is important to make sure that you have plans in place in case the unthinkable happens.

Estate Planning is more than just writing out a Will. It is a comprehensive plan to setup the most tax effective and asset protective distribution of your assets to the next generation of your family. This involves Tax Planning, Financial Planning and Legal Planning coming together to bring this important plan to fruition.

It is now easier for people not named in a Will to claim against a deceased estate.

Our job is to engage quality solicitors to make sure your Will is written to minimise adverse claims and to ensure that they are administered the way you want…quickly and not depleted by taxes.

As  we understand your family structure, we can work with our professional partners to ensure they are well informed of your personal situation. Whether you need a basic Will and powers of attorney, to more advanced requirements such as death benefit nomination forms for your Self-Managed Superannuation Fund or even a Testamentary trust, you can relax in knowing your affairs are setup correctly and under control.

In addition Darren Foster, our financial advisor, can provide information about buy/sell agreements, a vitally important planning tool for any business-owner. Now not only will your loved ones be looked after but with buy/sell agreements your business partners will be protected too, having control on the direction of the business.