Estate and Succession Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.
For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business succession.

The areas involved in estate and succession planning are able to assist include:

  • Analysis and identification of your estate objectives
  • Development implement a succession plan
  • Structuring advice to minimise taxes and protect assets
  • Assist with preparation of your estate planning documentation
  • Estate administration and distribution