Estate Planning

There are only 2 certainties in life, death and taxes.  Whilst we can only assist you with one of these we can still ensure that your legacy is dealt with in accordance with your wishes and good estate planning starts today!

 

We will work with you in conjunction with your solicitor and financial planner to ensure that everything you have worked for all your life is not only preserved but lives on for the benefit of your loved ones.  Robust estate planning covers various aspects including:

 

  • Ensuring your estate wishes cannot be challenged
  • The use of testamentary trusts to protect your assets left to your children
  • Discuss family trusts and what assets forms part of a person’s estate
  • Business succession planning
  • Consider binding death nominations for superannuation funds

 

This is something that we all need to address at some point, why not start today by contacting us to discuss.