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Estate Planning

From the simplest of estates to the most complex of business succession arrangements, our team focus carefully on a client’s individual circumstances to ensure their wishes and needs are appropriately addressed. Our team work with clients and their advisors to ensure that assets are secured for their intended beneficiaries in an appropriate manner and in the most tax effective way.

As not all assets maybe be estate assets, a will may only be one of the requirements for a comprehensive estate plan. We provide services and advice in all aspects of estate planning and asset protection, which include:

  • Wills (including wills with testamentary discretionary trusts)
  • Enduring and general powers of attorney
  • Advance health directives
  • Structuring and planning strategies (including specific advice for blended families)
  • Protection for those with special needs (including special disability trusts)
  • Instructions for guardian of minor children
  • Charitable foundations
  • Education funds
  • Protecting assets to avoid claims
  • Advising on adequate provision
  • Business succession planning
  • Trusts – passing control on death
  • Superannuation (including binding death benefit nominations)
  • Review of life insurance policies
  • Dealing with digital assets

For more information read the Factsheets below:


Enduring Power of Attorney

Testamentary Trusts