Asset and Estate Planning

 

Asset and estate planning involves our team providing advice to ensure sustainable and fit-for-purpose asset and estate structures.

As seasons change in life, so do needs and requirements for asset and estate structures. It is incredibly important that an individual’s estate appropriately provides for these needs (as they change) and gives effect to their wishes should circumstances change.

We can act on:

  • Asset protection

  • Establishing family trusts

  • Establishing charitable trusts

  • Gifting

  • Succession plans

  • Residential care subsidies

  • Preparing Enduring Powers of Attorney