Estate planning is a specialist area that deals with the preparation of Wills and other documentation.
An estate plan will give you the peace of mind that your hard earned assets will be distributed according to your wishes upon your death.
Estate planning is not a topic many people like to think about, however it is an essential aspect of everyone’s financial affairs. Ignoring estate planning can create unnecessary emotional and financial heartache for your intended beneficiaries. Imagine the thought of your family members arguing over your estate or having the tax man take a large portion – merely because you didn’t have an estate plan!
Proper planning for the distribution of your assets to your loved ones, including smooth transition of the control of your business or family trust (if any) to the next generation, is important to eliminate the risk of conflict and costly disputes in the future.
What we do
We partner with specialised solicitors and work directly with you to make sure your goals are met.
For business owners, having a succession plan for ownership is essential. We can guide you through the process for both business continuity and division of assets.
We will meet with you to clarify your estate objectives, confirm your assets (valuations, inventories and appraisals) and then we directly liaise with solicitors on your behalf to develop your estate plan.