Estate Planning
These days, estate planning is an area that requires a mix of specialist skills - typically an accountant, a specialist lawyer and potentially a financial planner. Tax issues are simply too complex for wills and estate plans to be formulated without the assistance of an accountant.
Hence our role in estate planning is to either work with your lawyer, or to project manage the process and engage the appropriate professionals.
We will be able to assist you in the following areas together with your lawyer and financial planner:
- Asset Protection
- Wills
- Superannuation Fund & Discretionary Trust Deed Structure
- Review of Business Structures, Private Companies & Trusts
- Buy/Sell Agreements
- Insurance