Wills & Powers of Attorney

Estate Planning

estate-planningEstate planning is vital at all stages of life to ensure your assets end up where you want them to.  Issues we explore include:

  • If you have a business
    • when are you thinking of retiring?
    • Are you wanting to sell your business or pass it on to someone else?
    • What do you want to happen to your business if you died?
    • Are there key people in your business you need to consider?
    • Debt management
    • Does your Will & Power of Attorney reflect your wishes?
  • For individuals
    • Do you have a Will?
    • Do you have a Power of Attorney?
    • Do you need to consider insurance to leave a lump sum behind if you died to pay off debt or provide for the education of your children?
    • Debt management
    • Superannuation
    • Inheritance

 

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