Estate Planning saves time and money, and above all, GRIEF!

Estate Planning is the efficient passing of an estate from one generation to the next whilst providing the surviving spouse/partner with full access during the period of survivorship. At the point of making a will the testator will have no idea:

  • when he is going to die (generally)
  • The size of his wealth at death
  • The tax regime in play when he dies
  • The needs of his beneficiaries
and as a result of this….We follow the principle of estate planning which is to put in place as many options as possible for their Personal Representatives.

A well-structured will provides flexibility for the Executors and Trustees to use the most efficient strategy available at the time of death.

We help protect your family, business and clients.

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