Estate Planning Services
Estate Planning advice and strategies.
We specialize in helping clients control, manage and protect their wealth.
We provide you with a range of estate planning services.
Integrated and holistic estate planning advice and strategies
We know that the ability to control, manage and protect your wealth – for you and your family – is very important.
We understand the complexities and challenges of the modern world.
There is instability in the local and international economy. Governments are constantly changing the taxation and superannuation laws affecting how you want to create your wealth…and how much tax you pay.
As your trusted adviser, we provide you with advice that is relevant and practical, so you can deal with all these issues and achieve your objectives.
We have the expertise and experience to advise you on comprehensive estate planning strategies.
Our professional approach to estate planning
We can prepare and implement effective estate planning strategies that ensure your intentions are followed by the people you appoint as executors, trustees and professional managers.
The aim is to make sure that your intentions are clearly expressed in all estate planning documents so that the risk of disputes between family members is minimised.
If a dispute or claim does arise, we can assist your estate and its advisers on how to deal with any claims or litigation that may be brought against the estate by aggrieved beneficiaries or third parties (such as creditors).
Business succession strategies and planning
Where your wealth includes ownership of a business, an important component of estate planning is ensuring you have an effective business succession plan.
Business succession planning involves understanding how your business is structured and, importantly, what you and your family members want for ownership and management of the business and its assets.
We can advise you on strategies and structures to transfer ownership and/or control of your business to family members or professional managers.
Ultimately, you need to implement appropriate business succession strategies so that your wealth in the business is transferred as you intend - for your family’s benefit.
Estate Planning services
We provide you with a range of estate planning services so you can control, manage and protect your wealth.
Wills and Probate Law
Strategic advice and integrated solutions for your Estate Plan.
Estate and asset structuring strategies
Strategic advice on asset and business structures and strategies.
Powers of Attorney and Guardianship
Preparation of all forms of Powers of Attorney and Guardianship documents.
Trustee and Executor Services
Expert advice to trustees and executors under a will or trust.
Business Succession Planning
Expert advice on business succession planning and strategies.
Estate Planning advice and strategies.
We specialize in helping clients control, manage and protect their wealth.
We provide you with a range of estate planning services.
Integrated and holistic estate planning advice and strategies
We know that the ability to control, manage and protect your wealth – for you and your family – is very important.
We understand the complexities and challenges of the modern world.
There is instability in the local and international economy. Governments are constantly changing the taxation and superannuation laws affecting how you want to create your wealth…and how much tax you pay.
As your trusted adviser, we provide you with advice that is relevant and practical, so you can deal with all these issues and achieve your objectives.
We have the expertise and experience to advise you on comprehensive estate planning strategies.
Our professional approach to estate planning
We can prepare and implement effective estate planning strategies that ensure your intentions are followed by the people you appoint as executors, trustees and professional managers.
The aim is to make sure that your intentions are clearly expressed in all estate planning documents so that the risk of disputes between family members is minimised.
If a dispute or claim does arise, we can assist your estate and its advisers on how to deal with any claims or litigation that may be brought against the estate by aggrieved beneficiaries or third parties (such as creditors).
Business succession strategies and planning
Where your wealth includes ownership of a business, an important component of estate planning is ensuring you have an effective business succession plan.
Business succession planning involves understanding how your business is structured and, importantly, what you and your family members want for ownership and management of the business and its assets.
We can advise you on strategies and structures to transfer ownership and/or control of your business to family members or professional managers.
Ultimately, you need to implement appropriate business succession strategies so that your wealth in the business is transferred as you intend - for your family’s benefit.
Estate Planning services
We provide you with a range of estate planning services so you can control, manage and protect your wealth.
Wills and Probate Law
Strategic advice and integrated solutions for your Estate Plan.
- preparation of all forms of wills and testamentary trusts
- advice on claims and disputes under a will
- advice on dealing with executors, beneficiaries, minor children, blended families and potential claimants
Estate and asset structuring strategies
Strategic advice on asset and business structures and strategies.
- advice on business, investment and personal structures
- advice on strategies for asset transfers and holdings between entities and family members
- advice on impact of taxation and superannuation laws
Powers of Attorney and Guardianship
Preparation of all forms of Powers of Attorney and Guardianship documents.
- preparation of financial and medical powers powers of attorney and guardianship documents
- advice on appointment of attorneys and guardians
- advice to attorneys and guardians
Trustee and Executor Services
Expert advice to trustees and executors under a will or trust.
- advice on the appointment of executors and trustees
- advice to professional executors and trustees under a will or testamentary trust eg. a trustee company
- advice on disputes with executors, trustees and beneficiaries
Business Succession Planning
Expert advice on business succession planning and strategies.
- review and advice on business succession planning for your business
- implementation of business succession plans
- monitoring of business succession plans