Estate Planning

Estate Planning

Few people like thinking about what happens after they die but it’s an important financial topic. If you want to distribute your assets in line with your wishes, then you need to plan for it.

That means preparing a will and other documents. Your will is the cornerstone of estate and succession planning because it outlines your wishes and how your children or other dependents are to be cared for.

Wills are limited however – they don’t cover superannuation benefits for example. That’s why you should have a full Estate and Succession Plan drawn up.

We can help you set up a robust, tax effective Estate and Succession Plan. You may also be able to use Testamentary Trusts to save your beneficiaries substantial capital gains tax, stamp duty and/or income tax.

Contact us today to discuss your Estate Planning requirements.