A goal-centred approach to asset protection
Our specialist approach in all succession planning includes taking a holistic yet pragmatic approach to your individual situation and needs. We firmly believe a well-considered plan starts by looking at the result you want first.
With our clear advice and concise communication, we can give you a range of easily understood options to consider. So you can make the right decision now, to ensure success for your future generations.
OUR COMPREHENSIVE ASSET PROTECTION SERVICES
How can you best protect your assets now and after you pass away? We offer a comprehensive range of legal advice to help.
Enduring Power of Attorney & Guardian
Who will manage your personal finances on your behalf if you become unable to do so yourself?
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Testamentary Trust Wills
Would you like greater control over asset distribution, better security and tax effectiveness for future generations?
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Discretionary Trusts
Would you like to pursue investment options with a trust to build your assets with flexibility?
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Business Succession
Do you need robust strategic planning to future-proof your business and ensure its ongoing success?
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Put the right asset protection in place today
It’s incredibly difficult when a loved one dies. If arguments arise about the estate, it can be extremely emotional and complex. By putting the right plans in place today to protect your assets, you can ease the burden on your loved ones in the future.
We can also advise your executor on estate administration matters.
Estate plans are not ‘set and forget’ deals
Life moves on, your circumstances evolve, things change.
It is vital to conduct an annual review to ensure your estate planning strategy and documentation is standing the test of time.
Our easy Estate Planning Health Check will give you a starting point – to quickly identify if your estate plan needs an update.
