Comprehensive succession planning always includes Estate planning. Estate planning usually involves other professionals such as your accountant and/or financial planner. Some of the objectives of Estate planning include:
- creation of wealth
- retention and access to your wealth
- the passing of your wealth as you had intended
- legitimate tax minimisation
- reduce risks associated with attacks on your wealth whether whilst you are alive or on death by a family member contesting your Will.
At Baker O'Brien & Toll Solicitors our Solicitors listen to your objectives and guide and advise you on the best ways to ensure your estate planning objectives and outcomes are achieved.
EXPERT ADVICE INSuccession + Estate tel 07 4152 4555