Estate Planning Services For Those Who Want To Plan Ahead…

Have You Got Everything You Need In Place For Your Loved Ones?

A businesses structure adds a certain level of complexity to what happens to your assets when you pass on.

It’s not a nice thing to think about but you need to plan for these things just in case.

Trusts for example continue on after your death so are not covered by your will.

Passing property onto your children from a self managed super fund without paying huge taxes requires careful planning.

There are also other things that could affect your estate such as a marriage breaking down, forcing the sale of a business or high levels of debt being incurred.

So How Is This Looked After For Me?

We work with your solicitor so you can get a solution to protect your business and your family should anything happen to you.

Succession planning {Link} is also an important part of estate planning and involves:

  • Determining how much you need to get from your business for retirement or the next venture
  • Considering the options for how you want to sell your business
  • Family members
  • Existing staff
  • External buyers
  • Development of a management team
  • Developing a strategic plan for getting what you need for the business and to position the business in the best for way for achieving that

 

You can refer to our Chronicle articles for more on this.

Ready To Plan Ahead To Protect Your Loved Ones?

Let us show you how it’s done so you can sleep at night knowing your loved ones are protected…

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