We spend a life time building our asset base, usually to benefit the next generation. Not investing in a thoroughly thought out succession plan can undermine the effort put into building your estate.
A law firm with an understanding of the interplay tax and superannuation with the administration of your estate is an imperative. Understanding the benefits of incorporating testamentary trusts in your succession plan can also set your beneficiaries on an excellent platform for success.
We can demystify this process for you and explain the options and advantages available from a well thought out succession plan culminating in an effectively drafted Will.
Our broad commercial experience also means we can ensure assets which might otherwise fall outside of the estate, such as those held in a trust or super fund, are appropriately addressed in the process.
Don’t leave it to chance; invest in expert advice to ensure your plans for future generations are fulfilled.