Wills and Estates
Is it time to plan for the future?
You spend a life time building your 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.
- the interplay between tax, superannuation and the administration of your estate;
- the benefits of incorporating testamentary trusts in your succession plan;
- how to ensure that assets which might otherwise fall outside of the estate, such as those held in a trust or super fund, can be appropriately addressed in the process.
Ezra Legal can demystify the process for you and explain the options and advantages available from a well thought out succession plan culminating in an effectively drafted Will.