Your Estate Planning is not something to be taken lightly.
Take a few minutes out to ask yourself the following important questions:
- Do you want to choose who benefits from your wealth, and when?
- Do you want to protect the wealth you give your children from unjust claims?
- Do you want to make sure your children only receive wealth as and when they
- are mature enough to handle it constructively?
- Do you want to ensure your family’s wealth remains available to support your
- children, even if your spouse re‑partners?
- Do you want to minimise taxes on the assets that you leave your partner and
- Do you want to smoothly pass control of your business and investment structures to the next generation (such as superannuation, family trusts and private companies)?
- Do you want to minimise the costs of administering your wealth when you die?
Estate Planning is the process of ensuring that:
- You have a clear understanding of the legal structures through which you hold and control your wealth;
- You have appropriate strategies in place to ensure your wealth is there to support your family when you die;
- Your children are adequately provided and cared for by people they know and trust; and
- There is a smooth transition of control over your legal structures.
We follow a simple and logical process:
- First, we identify your objectives (through our comprehensive ‘ʹFact Find’ʹ);
- Then we provide you with clear recommendations as to how to achieve your objectives, together with a fixed quote of what we will charge;
- Next, we promptly implement our recommendations; and
- Finally, we keep in touch and offer a periodic review.
To download our solution brief, click here:
The information contained in this post is current at the date of editing – 6 October 2015.