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We can discuss how you can protect your family assets from creditors or put steps in place to assist your family members who may have special needs. Proper structuring of your family assets may curtail any exposure your estate might otherwise have to a claim against your Estate.
Estate planning goes beyond drafting a Will - it includes:
- The assessment of assets
- The assessment of likely taxation
- Advice regarding the possibility of claims against your estate by third parties
- The protection of your assets
Estate planning is an active process of re-evaluating your estate when circumstances in your life change, such as:
- Newly married couples or those divorcing
- A change to your family's asset pool
- A change in your working conditions such as the buying or selling of a business
- The establishment of discretionary trusts
A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations.
We have experience and understanding of special purpose trusts, general trusts and testamentary trusts and can assist you in your succession and business planning. If you operate a business or company we can assist you in ensuring your corporate structure assists you in obtaining protection in the most tax effective way.
Should you require our assistance, please contact us.
See our Wills FAQ for answers to questions such as:
- When should I make a Will?
- When should I make a new Will?
- How does marriage affect my Will?
- How does divorce affect my Will?
- How often should I review my Will?
- Can my Beneficiary be my Executor?
- Can my Beneficiaries alter my Will?
- Can I make plans for the structure of my Estate now?
- How should I store my original Will?
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