We provide best practice estate planning solutions to people who wish to protect and preserve wealth for themselves and their families. Many of our clients are referred by financial planning and accounting professionals seeking the best estate planning solutions for their clients. Others are referred by friends and colleagues who have experienced the peace of mind and value of our advice and service.
For your benefit we work together with your professional advisors to understand and address complex legal, financial and family issues. The result is soundly planned and implemented estate planning strategies that offer you the following benefits:
A simple Will can often turn your estate into a very expensive nightmare for your executors and beneficiaries. When dealing with very important modern estate planning issues, ask yourself these questions:
Modern Wills, incorporating discretionary testamentary trusts, can greatly enhance the value of the inheritances you leave by providing your beneficiaries with the ability to eliminate or reduce the array of taxes they may have to deal with, and at the same time simply and cost-effectively wrap up their inheritances with secure protection from the claims of creditors, spouses, etc, so their inheritances can be easily kept and passed down within the family.
We also do the administration and winding up of deceased estates or trusts as executors or as agents of nominated executors.