Personal Estate Planning

Protecting your assets requires more than just a will.

You want to be sure your assets are secured for the future. You’ve been thinking about this a lot recently, and lessening your family’s stress and anxiety during a difficult time is your top priority. You want to protect your assets, ensure your affairs are in order and minimise the tax liabilities your beneficiaries will be obligated to pay when the time comes.

You want confidence that everything you’ve worked so hard for is protected.

You want to maximise your tax savings and ensure the transition of your assets to family and friends will be smooth and handled according to your wishes.

That’s where we come in. At Here, we give you peace of mind that everything is taken care of. First, we support you when making important decisions about your estate. We then assist you to develop a legally binding plan that will address everything from beneficiaries, appropriate asset ownership structures and tax effective planning. Plus, we can help you select a person/s to nominate as an enduring power of attorney in the event a time comes when you’re unable to make decisions for yourself. These choices can be stressful to think about, that's why we're here to make your load a little lighter.

Our Estate Planning covers the following areas:

  • Individual or Joint
  • Tenants in Common
  • Trusts
  • Companies
  • Superannuation
  • Power of Attorney
  • Power of Guardianship
  • Wills
  • Management Rights
  • Succession Rights

Find out what’s possible.

Simply provide your name and number, and one of our specialists will be in touch as soon as possible.