Estate Planning

Estate planning is the process of anticipating and arranging, during a person’s life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses. The ultimate goal of estate planning can be determined by the specific goals of the client, and may be as simple or complex as your needs dictate. The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. It is important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. We provide an estate planning service that includes:

  • Assessing tax rates on lifetime transfers
  • Help with drawing up and reviewing your will
  • Making full use of exemptions
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.