Wills, Estates & Business Succession

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Our private clients have worked hard to get what they have. It only makes sense that they want to protect their assets, create new wealth and plan for the future.

There are a number of ways to protect assets, including the use of testamentary trusts and superannuation arrangements, such as self-managed superannuation funds. Our experienced team provides private clients with up-front advice on their best options for asset protection, and makes them happen.

For people who want to increase their wealth, we advise on issues such as structuring options, financing arrangements, risk management and commercial and property transactions.

In estate and succession planning matters, we help business owners and other individuals put everything in place to make sure that the right people get what they should - regardless of what the future holds. This takes insight into issues such as taxation implications, future care needs and family requirements. It also requires wills, powers of attorney and other instruments that will stand up to scrutiny.

To assist in this area, DW now offers Estate Wise, an on-line estate planning support and advisory service which allows accountants and financial planners to provide their clients with estate planning services promptly, professionally and with legal clarity. See the attached Estate Wise brochure.

Services include:

  • asset protection
  • binding and non-binding domestic partnership agreements
  • binding and non-binding financial agreements
  • company formation
  • deceased estates
  • dispute resolution
  • estate and business succession planning
  • guardians and medical agents
  • partnerships, (family) businesses and companies
  • powers of attorney
  • superannuation funds and planning
  • tax planning
  • trusts and testamentary trusts
  • wealth creation
  • wills

Estate Wise (PDF)

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