Estate Planning
For over 25 years we have been assisting clients to ensure that their assets are transferred to their chosen beneficiaries efficiently and tax effectively. We also consider how your provisions will minimise financial difficulties for beneficiaries, be easy to administer, economical to maintain and preserve benefits from access by non family members such as estranged partners of your children.
It is an area that needs to be reviewed regularly as you or your family members' life circumstances change, such as re marriage, retirement, incapacity, debts, divorce or selling a business. It has been estimated that only 55% of people have a valid will when they die, though these have not always been updated to take account of family circumstances.
Key contact
David Atkinson
datkinson@atkinvin.com.au
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