Estate Planning

Estate Planning is all about ensuring you maintain control of your money even when you are no longer around. It is a lot more than simply having a will. There are so many questions you need to think about, and have addressed appropriately, to be confident that what you want to happen actually does.

• Is it important to leave money to the kids or just the house?
• Are there special needs or bequeaths you want addressed?
• Who do you want to be your voice if you can no longer speak?
• Are there any extended family issues?
• Do you need to consider asset equalisation?

Our role is two-fold. We will help you understand and form a view around all of the relevant questions so that you can approach estate planning in a logical and constructive way. We can also work closely with legal advisers where appropriate. Our discussions with you will cover:

• Establishing a will
• Testamentary trusts
• Powers Of Attorney
• Asset protection

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