Estate Planning

Estate planning is a way of making sure the assets you retain during your lifetime are managed properly and fall into the right hands. It provides you with peace of mind that your loved ones will be looked after following the event of your death. Having a solid plan in place will ensure your estate is passed on smoothly to your beneficiaries, without the heavy burden of any financial or tax implications.

Working together with our legal advisors or your own, we’ll explore your legal, financial and tax options, then develop a comprehensive and effective plan to help you manage your estate. This includes:

  • Preparing your will
  • Setting up powers of attorney, guardianship for children
  • Arranging and handling assets transfer
  • Testamentary trusts
  • Business succession planning
  • Superannuation planning
  • Administering deceased estates

Ensure your assets are protected. Contact us today or call (08) 9322 1689 for a strictly confidential consultation.