specialists in succession and estate planning for individuals, couples and families
We offer personalised legal services that assist you in developing strategies addressing important succession and estate planning issues. Our aim is to ensure that your assets be passed to the intended beneficiaries in an effective and efficient manner, within appropriate time frames.
While we can plan for some things in life, other things happen unexpectedly; physical and mental disability, progressive or degenerative illness or injury, death, individual and family disputes.
It is for this reason that succession and estate planning is crucial.
don't put off some of the most critical decisions of your life
The impact of succession and estate planning may seem distant in your everyday life, thus making them easy to push aside.
However, such planning addresses critical life issues, including —
- protection of your assets from third party claims
- management of vulnerable beneficiaries
- support of surviving spouse and family
- protection of children's inheritance
- education of children or grandchildren
- continuation of the family business
- management of assets for the benefit of current and succeeding generations
- establishment of your legacy (foundations, not for profits or charitable bequest)
Developing these strategies takes less time than you think — and will give you inestimable peace of mind, knowing that you have made provisions for your family, loved ones and carers.
the interpretation of the law continually changes
It's important to keep your legal documentation up to date. Our aim is to recommend legal options in succession and estate planning and asset protection that are tailored to your needs under current law.
other services
We also provide legal advice on asset protection strategies and assist in the buying and selling of property and business in NSW.