Asset protection
and succession
planning.
Protect you and your family’s future. Contact us today.
Asset protection and succession planning
Trusts are a vehicle for owning assets and seeking to protect property.
They are an important tool for asset protection and succession planning.
Protect you and your family’s future today.
Cornerstones of Estate Planning
• Family trusts
• Relationship property agreements.
• Transfer of personal assets to trust.
• Wills.
Used to achieve separate ownership of assets while preserving the benefit of the assets for you and your family.
Key areas
· Will
· Gifting
· Powers of attorney
· Succession plans
· Establishment of trusts
· Relationship property agreements
