Estate Planning & Commercial

Ensuring that your estate is in order will provide you with the peace of mind and certainty that you will be remembered how you wish and that everything you have worked for is distributed in the correct manner to those who are most important to you.

Leaving a positive legacy is something we all strive for. However, life tends to get in the way and it is easy to neglect your responsibility to have an estate plan established and structured correctly, as well as your responsibility to keep it maintained and up to date. This is something that is on everyone’s to do list, however most people seem to put it off indefinitely.

We aim to change that, and encourage everyone to get their affairs in place before it is too late. Estate planning and commercial law is about clearly defining what you would like to see happen in the event of the unforeseen. We help to facilitate this strategy to ensure you get the right advice and can protect your wealth for generations to come.

We’ll work with you to...

Provide for your immediate family

The estate plan will provide enough money for your surviving spouse to continue to care for the family. If both you and your spouse pass, an estate plan will name appointed guardians to care for your children.

Plan for any kind of incapacity

Life is unpredictable. If you should ever become mentally or physically incapacitated, an estate plan will outline your wishes regarding life and who will make medical decisions on your behalf.

Reduce taxes that take place on your estate

By crafting an estate plan, you should be able to minimize the amount of taxes collected on your estate, which results in your beneficiaries keeping more of the money you set aside for them.

Ensure property goes to the right beneficiaries

Your estate plan will outline exactly where your assets are to go in the event of your death. This leaves no questions to be resolved by the courts or cause for family discord.

Minimise the expenses and taxes

When you take care to create an estate plan, you should be able to keep the cost of transferring any property to your named beneficiaries. You can use your estate plan to set up a special trust for children and grandchildren.

Establish trustees over your estate

You’ll need someone to serve as the executor of your estate to make sure everything is handled properly. Your estate plan will name this person, which will save money and simplify the administration process.

Ease the burdens of your family

It can be difficult to plan the funeral of a loved one when grieving. When working on your estate plan, you can outline your wishes for funeral arrangements and even set aside funds for them. This takes some of the burden off your family during this difficult time.

Support a favorite cause

If you are passionate about a local cause or charitable organization, an estate plan can allow you to support them after your passing.

Provide for those who many need help

Do you have a child who has a disability? Or perhaps you have grandchildren who will be attending college in the future. Through your estate plan, you can set up a special trust to provide funds to support them.

Ensure a business continues with a succession plan

If you own your own business, you’ll want to establish some kind of plan to keep it going after you pass. An estate plan will name your successor and outline what happens to your interest in the business.