Estate Planning

Estate planning is the creation of a plan for managing your wealth while you are alive and distributing it after your death. It is important to consider the protection of your assets and minimising potential tax implications for yourself and your beneficiaries. These assets may be owned by you personally or by way of companies or trusts. It may be an interest in a superannuation fund, partnership or business. The aim of estate planning is to accomplish your personal and family goals and easing the management of your affairs. When we create your estate plan, we liaise with your financial adviser and accountant to harness the experience of your team of trusted advisers. We want you to feel confident about the choices you make let us be your guide on the path toward preserving your family’s future