ESTATE PLANNING
With over 30 years of experience in legal issues relating to succession, financial planning and superannuation, we have an in-depth understanding of how these three areas impact one another. We know that in order to design and implement an estate plan well, an umbrella strategy is needed to deal with all three areas.
Recognising the appropriateness of a holistic solution to your client's future estate planning and asset succession needs makes us an effective partner for your organisation.
We advise on many aspects of estate planning including such issues as:
> attractiveness of testamentary trusts versus superannuation options
> requirements for a Will during a client's accumulation years versus retirement phase
> difficulties associated with a couple's Wills for their blended family
> trusts that can be created both within and outside the Will
> the use of testamentary discretionary trusts
> generational wealth transfer
For further information or assistance, please call us on (02) 8296 6222 or simply click here to download the Fact Finder sheet.
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