Estate planning is not just for wealthy people. It involves implementing a plan that meets your individual needs, protects your interests and minimises potential taxes and fees. Have the comfort of knowing that the wealth you have built is transferred smoothly, tax-effectively and most importantly, according to your wishes.
What services do we cover under Estate Planning?
- Your will
- Estate administration and executorial duties
- Trust structures such as testamentary, protective or family trusts and charitable trusts
- Setting up enduring powers of attorney, guardianship arrangements or advanced care directives
- Business owner succession planning.
- Superannuation and retirement planning.