Estate Planning

You’ve spent your life building your assets for your family’s future, now it’s time to ensure that upon your death your assets will pass to your loved ones and not to the government or other unintended beneficiaries. Estate planning ensures you enjoy the benefits of your assets now and provides for your beneficiaries effectively in the future.

 

We work with our client’s solicitors to ensure that their taxation and business circumstances are considered when drafting their wills including determining intended beneficiaries, reviewing issues, restructuring if necessary, and valuing businesses. We have always encouraged clients to regularly review their wills. This is particularly important when your personal circumstances change, for example after marriage, divorce, the birth of children and retirement.

 

Estate planning is beneficial to:

  • provide for your family and also relatives that are in need
  • ensure your beneficiaries receive your assets promptly
  • ensuring your business continues efficiently
  • easing your family strain by making your funeral arrangements
  • reduce the costs of disposing of your estate
  • reduce the tax impact on your beneficiaries
  • make your retirement more comfortable
  • helping your favourite cause

 

The areas in estate administration that we can assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets – Valuations, inventories, and appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution