Personal

Leave a lasting legacy with sound Estate Planning

What could be more important than ensuring all your family’s needs are met and their standard of living maintained should you pass away?

We can help facilitate the correct arrangement, management and distribution of the assets and liabilities in your estate to ensure your beneficiaries receive the greatest benefit from these assets in the event of your death.

Let us assist you with setting up your wills, trusts, beneficiary designations, powers of appointment, property ownership (joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gift, and powers of attorney, specifically the durable financial power of attorney and the durable medical power of attorney.

We are also equipped to help you create a living will, including specific arrangements such as burial or cremation, and provide for the deferment or minimisation of estate taxes and the winding up of a business in the case of death.