Estate Planning & Asset Protection

Estate planning is a way of ensuring that the assets you own and the wealth you have created are passed on to your beneficiaries in the most financially efficient and tax effective way possible. 

We work closely with businesses and individuals to ensure protection of their assets in the event of unforeseen events, or to enable an uncontested transfer of ownership from one generation to the next.

We have the experience and expertise to advise you on how to plan for your future, and to create a comprehensive plan to ensure your loved ones are protected.

We can assist you with:

• Asset protection throughout significant life events
• Income protection to protect you and your family
• Protection of beneficiaries from actions or legal proceedings
• Tax consequences arising from the transfer or sale of assets
• Family law issues
• Transferring the ownership and control of assets
• Claims made by family members