Estate Administration & Planning, Wills & Trusts
Estate planning is much more than the preparation of a simple will. A holistic approach is required, which involves considering the client’s existing business and property investment structures, the needs of particular beneficiaries, the taxation and revenue consequences of passing asset ownership and the avoidance of claims that could interfere with the due administration of an estate.
The Estate Planning team’s approach will often involve the client’s trusted financial advisor, as tax and trading arrangements during a person’s lifetime may dictate what will best suit the client’s loved ones on their passing.
Our clients are also well advised to have lifetime management arrangements in place, including enduring powers of attorney, advance health directives, binding superannuation nominations and, in some instances, advanced company and trustee resolutions.
At Roberts Nehmer McKee, we stress the importance of planning for your future now.