Estate Planning

Keep your Wealth in your Family "Bloodline"

We will prepare Estate Planning & Personal Asset Protection Report which outlines your options for transferring your family wealth to the next generation. We’ll help you keep your wealth in your family “bloodline”, rather than possibly have your children lose their inheritance from a failed relationship.

We would love to help you with:

• Advice to keep your family wealth in your family “bloodline”
• Wills, enduring power of attorney (EPOA), advance health directive (AHD)
• Successor director solutions
• Trust deed, SMSF deed & company constitution upgrades
• Family protection trust establishment for business people who are concerned that personal assets are at risk
• We can help set up a “Family Protection Trust “ to protect the equity in your family home, investment properties and business assets without triggering capital gains tax and stamp duty - yes this is possible