Asset Protection & Estate Planning (Wills)

While simple Wills will suit many, there are numerous reasons why they may not suffice.

For example, many estates need to cater for blended families, as a result of previous marriages; assets may be invested in businesses, trusts, partnerships, companies or superannuation funds.

Many do not realise that without careful planning, hard earned family assets can very easily end up in the hands of those you never intended or imagined, such as a spouse or partner to one of your children upon separation, or with the administrator of a family member's bankrupt estate.

Through the use of testamentary trusts, we can protect assets from risk of dilution to 3rd parties, while at the same time providing attractive tax benefits to your family and beneficiaries.

While it may appear straight forward at first, it is often not the case, and a poorly managed estate can be disastrous.

We are specialists of complex trust and estate planning. You’ll be surprised how beneficial a well planned Will is for you and your family.

Contact us in confidence to discuss your needs.