Estate Planning

Estate planning is about ensuring that your assets are protected and your wishes are properly carried out. Our role is ensure the greatest possible benefit to you and your chosen beneficiaries.

Inadequate estate planning through the use of "off the shelf" products can lead to disastrous consequences for both your family and business. When working with us, you can be confident we will always cover the following critical objectives:

- protecting your assets from attack by the family court/ bankruptcy/ creditors;
- ensuring your wishes are fulfilled after your death;
- minimising disputes amongst beneficiaries; and
- providing you (and your children after you have gone) with maximum tax effectiveness and flexibility.

We assist you on how to achieve your goals using a variety of tools, including:

• Wills – both standard and more complex
• Testamentary trusts
• Establishment and reorganisation of trusts
• Memorandum of Wishes
• Contractual or Mutual Wills
• Establishing Powers of Attorney
• Preparing Buy/Sell Deeds
• Preparing Binding Death Nominations
• Trustee/executor services

Business succession planning is very important to your business. We can assist in developing a plan on the best possible exit strategy for you to realise the value of your business interests.