Estate Planning
Generally Estate planning involves the consideration of different estate planning objectives including:
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Minimisation of the taxation consequence of death
- Asset protection
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Providing for vulnerable and at risk beneficiaries
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Minimising Family Provision Claims circumstance
(Please see our Testamentary Trust Fact Sheet for other factors)
Proper estate planning can bring you peace of mind and security in knowing that when you pass away your assets will be transferred in accordance with your wishes. Effective estate planning involves a comprehensive review of your personal, and if appropriate business structures, prioritising your estate planning objectives.
Once your objectives have been identified and prioritised we will work with you to properly document your estate plan via:
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Appropriately drafted Wills (incorporating Testamentary Trusts if appropriate) and Powers of Attorney
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Amending existing family trust deeds if necessary
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Preparation of Binding Death Benefit Nominations
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Preparation of Partnership, Shareholders, Client Holders and Business Succession Deeds.
Please print and fill out the following form and bring with you to your initial appointment:
Estate Planning Instruction Sheet (53 KB)
