Estate planning

One of the most important things we can do for our loved ones is prepare for the day when we will no longer be there to care for them.

Estate planning is something everyone should do, but having an up-to-date estate plan in place will be even more important if you are unexpectedly injured or killed in a disaster.

Estate-Planning Documents

Your “estate” is everything you own, and you need estate-planning documents to ensure that everything you own is distributed according to your wishes. In addition, these documents cover your health-care wishes and who should care for children and pets.

How do I plan my estate?

It is a good idea to hire a lawyer to help you set up your estate plan. In particular, if your issues are complex or you have a large estate, we generally involve your accountant and a specialist lawyer.

Generational Planning

A good estate plan will consider the effects to how assets will be passed on from generation to generation in accordance to your wishes and in a tax effective manner. Additional requirements such as asset protection may also be a important part of your plan.

We are all organised, are You?

Discover how estate planning can help you and you loved ones.

Aged Care Solutions

Need help?

We offer a range of aged care planning solutions to assist your loved ones hard earned wealth. Planning ahead can save your parents money and whilst maximising entitlements.
Wealth Preservation Strategy & Solutions