Principled - Professional - Personal

Fifth Edition

Estate Planning Guide

 

About the Estate Planning Guide

Our Estate Planning Guide was first published in 2002 in response to frequently asked questions regarding the development and protection of our clients’ hard earned assets. The second, third and fourth editions of the guide were published in 2006, 2012 and 2016 respectively.

The current, fifth edition was first published in 2021 and addresses the following topics:

  • What happens if you die without a Will?

  • Assets that cannot be given away in your Will

  • Testamentary Trusts

  • Family or Discretionary Trusts

  • Will Challenges

  • Capital Gains Tax

  • The Family Farm Duty Exemption

  • Legal Structures for Investments and operating a business

  • Superannuation Death Benefits

  • Financial Planning

 

Request your complimentary copy of the Estate Planning Guide

Please complete the form below and we will forward you a copy of the Estate Planning Guide Fifth Edition