Estate planning is about structuring and managing your investments so they can be transferred smoothly and tax effectively to your beneficiaries in line with your wishes. Enjoy peace of mind knowing that your investments will help your loved ones be financially secure through their lives. Our estate planning services cover both personal estate planning and business succession advice as well as referrals to specialist lawyers.

We’ll review the structure of your investments and put into place an estate planning strategy that ensures your Will, Powers of Attorney and other estate documentation are up-to-date and in line with your wishes.

The Estate Planning Advice Sydney trusts

There are many things to consider when you are planning your Estate. Writing down your will is not enough to make sure your final wishes will be fulfilled. Expert advice is usually needed to ensure that your assets will be distributed according to your will. There are many laws surrounding Estate Planning that should be followed and it is crucial to ensure that if you are making your will, it should be valid and effective. Remember, there are different laws governing estate in different Australian states, so if you have several properties located in different states, these should be given due consideration and planning. You will save time and money if you work with a professional estate planning advisor.

“Rob was meticulous in examining our family and personal needs. His advice was accurate and met our needs precisely … with Rob, we had complete confidence that he was giving advice on what was right for us.”

– Alan and Eva from NSW