Estate Planning

WGC Business Advisors Pty Ltd (WGC) can guide Clients through the maze of Estate Planning issues and, by having a detailed understanding of Clients’ financial circumstances, be in the best position to liaise with allied Professionals to ensure that the documentation being implemented adequately addresses and reflects the Clients’ Estate Planning wishes.

As unpleasant as the task is, Estate Planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. WGC can guide you through the process of providing for business continuity.

The executors and trustees of a Will are required to perform a number of duties. WGC is experienced in Estate Planning and can assist with implementing the succession plan for your assets.

The areas in Estate Planning that WGC can assist you with in developing an overall Estate Plan include:

The complexity of an Estate Plan depends upon whether:

Estate Planning advice will help you identify if you require the preparation of a more complex Will incorporating testamentary discretionary trusts, amendments to your family trust deed or self managed superannuation fund and a formal Estate Planning Strategy document.