Estate Planning


No matter how hard you hug your money it never hugs you back.

Whilst we don’t prepare wills we can help our clients understand the options available and be better prepared when they do their wills.

These situations can be quite complex when dealing with blended families or children with disabilities.

We help clients understand the different ways of structuring their estates. This may include discussions on executors, the use of testamentary trusts, taxation of superannuation, capital gains tax and ways to minimise challenges to their estate.

We can also discuss the various types of powers of attorneys available.