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Wills and Estates &

Nobody likes to think about it too much, but inevitably one day you will have to leave your business, whether by selling up, retiring or leaving for health reasons.

It is very important to have a succession plan in place that makes the transition easy not only for yourself but also for your family or employees and minimises the chances of the business having to be sold up.

Estate planning goes beyond drafting a will – it includes:

    • The assessment of assets
    • The assessment of likely taxation
    • Advice regarding the possibility of claims against the estate by third parties
    • The protection of assets

Estate planning is an active process of re-evaluating the estate when circumstances in life change, such as:

    • Newly married couples or those divorcing
    • A change to the family’s asset pool
    • A change in working conditions such as the buying or selling of a business
    • Changes to superannuation, insurance policies or taxation levels
    • The establishment of discretionary trusts

A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations.

Contact us to find out more or to arrange an appointment to discuss your estate.

what people say about us

Hello Ethem

Thank you for all your effort and time spent with us over all the things that we have had you do for us over the last couple years and hopefully in the future where needed.

Regards
Karen and Ernie

I just wanted to pass on my appreciation and thanks for your services for the purchase of our property. Both Rachel and I realise it was a difficult process with the banks but thank you for getting it done.

Aimee