Taking the time right now to figure out how you want to distribute your assets after your death could turn out to be your greatest legacy. Our legal team can guide you through the steps you need to take to make sure your loved ones won't have to deal with the stress of dealing with the Public Trustee or seeing their inheritance eaten up by legally avoidable tax.
All you need to have is a will and a power of attorney. There may be good reasons to establish a testamentary trust within your will. We can help you put in place strategies to minimise tax and make sure your wealth goes where you want. This can save your family thousands, if not hundreds of thousands, of dollars in tax over many years. Capital gains tax is an ever-present danger. If you already have a will, maybe it's time to take another look.