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Estate Planning

Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to in the future. 

Consideration of an estate plan depends upon whether:

  • you have sizeable assets and the personal circumstances of your beneficiaries require the creation of more complex trusts within your will
  • your investment or business structures are complex and may include a family discretionary trust, a self managed superannuation fund or a private company
  • you wish to minimise the tax liability of your estate or your beneficiaries, for example via superannuation or testamentary trusts.

Estate planning advice will help you to decide whether you require the preparation of a more complex will incorporating testamentary discretionary trusts, amendments to your family trust deed or self managed superannuation fund and a formal estate planning strategy document.

We will work with your solicitor to ensure your death doesn’t result in your assets going to the tax office, or your loved ones fighting over your wealth.

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I have been a client of Rod Evans for the past 6 years. During this time, our business has grown ...

Karen

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