ESTATE AND SUCCESSION PLANNING
Estate planning involves putting in place the appropriate structure to help you manage your affairs in life and after death.
It should be an important consideration for everyone and it will usually involve a mix of legal and accounting advice.
We can de-mystify aspects of estate planning from helping you prepare a simple Will to a more complex Will including testamentary trusts and special disability trusts.
Working with accountants and other advisers is vital to the preparation and implementation of an effective succession plan. We review family trust structures, making recommendations to provide a staged transfer of business control and the eventual full control to the next generation.
We are able to provide specialist advice for the following:
- Testamentary Trusts
- Enduring Powers of Attorney
- Enduring Powers of Guardianship
- Estate Administration (Probate and other relevant applications)
- Assistance with distribution of estates
- Will and Estate related disputes