Estate planning focuses on wealth preservation transfer that reflects your wishes.

Without sufficient planning many people die without having made a will, or die leaving a will that is out of date and which does not accurately reflect their current situation.

Estate planning is more that just a will:

  • Ensure the ownership and control of your assets passes to your intended beneficiaries in the right proportions
  • Minimise the tax impact on your estate and beneficiaries
  • Ensure your estate is administered in a cost efficient and timely manner
  • Protect assets if a beneficiary is involved in any legal difficulties (for example, bankruptcy or divorce) or under a legal disability.
  • Powers of Attorney
  • Medical directives
  • Business succession planning
  • Estate equalisation