Estate Planning
We understand that Estate Planning is more than an individual’s Will. It is a multi disciplinary process involving accountants, financial advisers and lawyers, ensuring that the succession outcomes of our clients are in accordance with their wishes.
We have strong relationships with financial advisers and accredited Estate lawyers who we work closely with in relation to our clients’ affairs.
We understand and have experience dealing with Testamentary Trusts, Powers of Attorney, Powers of Enduring Guardian, and act as tax agent for many Deceased Estates.
We also have experience working with clients who are subject to the laws in non-Australian Jurisdictions (for example US citizens who have been living in Australia for many years that may be subject to inheritance or gifting taxes in the US).
We have strong relationships with financial advisers and accredited Estate lawyers who we work closely with in relation to our clients’ affairs.
We understand and have experience dealing with Testamentary Trusts, Powers of Attorney, Powers of Enduring Guardian, and act as tax agent for many Deceased Estates.
We also have experience working with clients who are subject to the laws in non-Australian Jurisdictions (for example US citizens who have been living in Australia for many years that may be subject to inheritance or gifting taxes in the US).