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What is Estate Planning?

Estate Planning is for people who want to plan for the management and distribution of their assets after their death or if they become incapable of managing their affairs. Estate planning involves a range of legal and financial strategies that are designed to help you to achieve your goals while minimising taxes, preserving wealth and ensuring that your wishes are carried out.

 

Estate Planning can include drafting Wills, Trusts, Lasting Powers of Attorney, and other legal documents. Estate Planning will include tax and Estate Planning strategies, as well as helping you to navigate Probate, Trust and Estate administration. You can also include things like charitable giving and other philanthropic activities.

Estate Planning may also include business succession planning, planning for vulnerable individuals, and asset protection planning. Estate Planning is unique to every person and we work closely with you to understand your individual needs and goals, and to develop customised plans that are tailored to your specific circumstances.

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How can we help?

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