ESTATE & SUCCESSION PLANNING
A Review of Your Personal & Business Circumstances
You’ve worked hard your entire life. We review your personal and business circumstances to ensure the appropriate documents are in place to support a smooth transfer of your assets to your loved ones in accordance with your wishes. We will consider all assets you own including your car, home, bank accounts, investments, business assets, superannuation and life insurance.
Establishing A Plan
Upon ascertaining an understanding and list of your personal and business assets we can assist with the facilitation of an Estate Plan. The first step is generally ascertaining if you have a Will in place, and if so, has the Will been reviewed recently and updated as required (i.e. change in family circumstances).
Moving on from there we can look at more complex scenarios including establishment of a testamentary trust, powers of attorney and business succession strategies.