Tax minimisation and asset protection are important life decisions. These decisions can affect your estate planning.

We help our clients with tax planning and asset protection strategies and so we are ideally placed to also help our clients with their estate planning decisions. Our estate planning services include:

  • Estate planning advice (wills, power of attorney, guardianship, etc.)

  • Estate planning structuring (tax, asset protection, children, blended families)

  • Superannuation beneficiary nominations

  • Working with your solicitor or working with a network of trusted solicitors to prepare the required documents

Are you aware that superannuation is not usually part of your estate covered by your will? Talk to us about incorporating this.

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