Estate planning is designed to help protect the wealth you have built over your lifetime, and documents your wishes for the distribution of your wealth following your death.

Estate Planning should:

  1. Eliminate uncertainty,
  2. Maximise asset protection, and
  3. Minimise taxation.

What are the circumstances that require an Estate Plan?

  • Getting married, living with a partner, separating or getting divorced
  • As soon as you have children or step-children
  • Buying real estate or other valuable assets
  • Buying, selling or operating a business
  • If you have family members with special needs or children who are vulnerable
  • If you own assets in entities such as a family trust, company or superannuation fund.

Strategies for you …

An estate plan is more than just a will, it takes into account:

  • Asset protection
  • Avoidance, minimisation and deferral of tax liabilities
  • Planning for illness or incapacity
  • Selection of guardians, personal representatives and other fiduciaries
  • Formation of family limited partnerships and other business entities
  • Succession strategies for family businesses
  • Estate equalisation via appropriate insurance structures.
  • A good estate plan should take into account both your personal and financial goals.

We partner with our clients on their journey to work with them and their children to ensure the next generation is taken care of