Estate Planning
Estate Planning
Estate Planning is more than just a will - it is the review of a person's personal and financial circumstances, an understanding of his/her testamentary wishes and objectives and the tailoring of strategic solutions to meet his/her estate planning needs. It’s a tough thing to think about; however, it is inevitable that all people will pass on. When this happens, there are often fights about who gets what and when they get it. Therefore, it’s important to have documentations in place to allocate the estate upon passing on.
This can involve the review of family trusts or business structures, the implementation of shareholder agreements, testamentary discretionary trusts or simply preparing an enduring power of attorney.
Some key areas of include:
Simple wills
Complex wills incorporating testamentary trusts
Asset protection strategies
Business succession planning
Personal succession planning
Family discretionary trusts
Superannuation succession planning
At Prudentia Legal, we guide you through the process and provide the necessary advice and assistance to help make it as trouble free as possible.
