Expert estate planning will benefit your beneficiaries in the future, whilst ensuring that you still get maximum use and enjoyment from your assets during your lifetime.
It’s important to ensure that your estate is passed onto your beneficiaries in the most flexible and tax effective way possible. Estate planning can be as simple as reviewing your Will to transferring assets while you are alive particularly if your assets are of considerable value.
Feel free to download our Estate Planning Fact Finder guide below, to assist you in your considerations for planning your future.
At Bateman Battersby Lawyers Penrith our Wills and Estate Lawyers can help with;
- Revising your existing situation, including insurance and superannuation
- Creating Family trusts
- Considering tax concessions
- Preparing a Power of Attorney