Estate and Business Succession Planning

include:

Estate Planning:

• Comprehensive service that considers and reviews the tax and asset protection implications of estate planning for high net worth individuals. This includes the preparation of:
  • Wills
  • Enduring Powers of Attorney
  • Binding Death Benefit Nominations
  • Letters of Intent and Wishes providing for the distribution of trust income and capital
  • Other documentation as required on a client by client basis

Business Succession Planning:

• Buy/Sell agreements
• Tax advice
• Partnership and agency agreements

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