Conveyancing | Commercial | Estate
You have put in a lot of effort to help your family and loved ones get ahead in life.
Once it comes to passing wealth down through the generations, we will help you manage the challenges, execute strategies to protect the people who matter the most to you and preserve your estate.
Regardless if you’re dealing with numerous generations; or building a trust; or protecting your wealth - we will work with you ensure your wishes are met
An estate plan is more than just a will, it’s a comprehensive outline of how you wish to be cared for, both medically and financially, if something happens to you, and how you want your assets handled and protected when you pass away.
Ensuring you have complete and up-to-date estate plans means that your family and friends will be taken care of after you have passed.
An estate plan is not just something you need to consider later in life. If you have any relationships (children, partner) or assets (home, car, property) then an estate plan will ensure this transition of wealth to those who matter to you.
We help our clients manage:
- Enduring Power of Attorney (EPOA)
- Estate planning
- Enduring Guardianship / Advance Care Directive
Having an estate plan ensures your transition of wealth and peace of mind. Simply having a will is not enough, a will is only one component of an estate plan, which needs to be constantly revised with every major change in your life.
As your accountants and Financial Planners, we understand your financial position and can help you navigate the complexities of estate planning. We will guide you through the various options for an estate plan and help you throughout the entire process to ensure you end up with all necessary legal documents and a comprehensive and complete estate plan.
Ready for the next step?
It’s easy - talk to one of our professionals by selecting from below: