There are not too many certainties in life, but death is one of them. It is likely that you have worked too hard or too long not to give proper consideration to your assets and your intentions for those assets. So whether you like to be organised, you are retiring, selling up or leaving your farm or business, or health reasons have you assessing your options, we are available to discuss your estate planning needs.
The estate planning process is more than making a simple will and it is rarely if ever the ‘quick job’ as some people like to suggest. This isn’t to say the process has to be difficult, it’s just that it is not possible to undertake the process properly unless we understand who you are and how your personal affairs are ordered. Invariably, this takes a little or is some cases a lot of time to work out.
Once we have an understanding of your circumstances and objectives we can advise you in relation to the suitable type of will for you, property and/or business transfers and succession if relevant, death benefit nominations in respect of superannuation benefits and the appropriateness of power of attorney documents during your lifetime to assist with your financial, medical and lifestyle and welfare needs.
We also offer a safe custody service to our ongoing clients, as quite simply the best planning documents are of no use to anyone if they cannot be located at the time they are needed.