Estate planning is simply the process of getting your affairs in order. This involves working out how you would like your possessions and financial assets distributed after your death and how you want your financial, medical and lifestyle affairs managed in the event of ill health.
By having an estate plan in place, you can be sure your assets will be managed and distributed the way you want and in the most tax-effective manner.
While a Will is an important part of an estate plan, it’s only the first step. There are so many other issues that you need to consider.
We specialise in providing estate planning advice. Our national team of estate planning lawyers work in partnership with financial advisers, lawyers and other professionals to develop individual estate plans that enable the seamless transfer of a person’s wealth.
We can assist you with the following estate planning services:
We can work in partnership with you to develop individual estate plans for your clients. Our services include:
To find out more about our estate planning services, please call us on 1800 882 218.