We formulate estate plans to protect your assets in all their forms, including businesses, superannuation, property, shares and other equity.
We collaborate with your accountant and financial planner to ensure your succession plan not only protects your interests, but also minimises taxes and fees in the short and long term.
Estate plans can also incorporate who you wish to make decisions regarding your health and medical care should you become incapable of making those decisions. Or you may also wish to stipulate conditions to ensure your dependent children are properly cared for. These are just some examples of the many elements we can help you incorporate into a holistic estate plan.
Because relationships can change over time, we can design an estate plan to ensure future changes in your family structure do not affect the transition of your assets. For example, if your children marry and divorce there can be significant ramifications on how your assets are divided.