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(02) 6342 1622

In its simplest form, Estate Planning is the process of getting your affairs in order for your inevitable (but hopefully distant) death.

More specifically Estate Planning will involve:

  • Establishing who is to receive the benefit of your estate and non-estate assets when you die;
  • Establishing any tax or duty issues to be addressed, liaising with tax and financial advisors and formulating relevant strategies to minimise tax and duty where possible;
  • Creating and documenting the plan to pass ownership and control of the assets and addressing foreseeable contingencies;
  • Establishing relevant structures where applicable and implementing any necessary transactions; and
  • Executing all testamentary documents including the Will and substitute decision-making documents.

Give yourself and your family reassurance and peace of mind today by contacting Garden & Montgomerie about your estate planning.