Wills and estate planning is a vital cog in a full financial strategy, but it’s an area people and organisations ignore. Complex personal and business arrangements, trusts, companies, directorship issues, extended families and international assets are all estate issues.
As a holistic practice, we know our client’s history, circumstances and goals, as we include taxation, superannuation, investment, legal and financial planning expertise into estate planning. Rest assured, your personal and business interests are fully protected.
Beyond standard estate planning, we ensure you understand the opportunities and implications of estate planning decisions. The result is a robust estate plan right for you, that stand ups to probate challenges.
Estate Planning services include;
Testamentary Trust Will
Enduring Power of Attorney (Medical)
Enduring Power of Attorney (Personal/Financial)
Superannuation Binding Beneficiary Notice
Change in Company Constitutions
Letter of wishes
