Estate Planning is a complex area littered with potential traps and pitfalls. The consequences of preparing a cheap off the shelf will, or worse not having an appropriate will and estate plan, can leave your beneficiaries with unnecessary tax bills. We take the time to understand your objectives.
We work with a range of other professionals such as lawyers who are also specialist in the estate planning area to ensure your plan best suits your specific needs and protects the interests of your dependents.
Our team also ensure your superannuation fund trustee holds the appropriate binding death nominations to reduce angst and increase the after tax distribution to your beneficiaries.
Our partners often act as Co-Executors of our client’s estates to provide the surviving family members with comfort and the appropriate level of financial experience to administer the financial affairs of the estate.