Estate Planning

Effective estate planning gives you peace of mind, and gives your family the benefit of having a plan that will take care of their needs and preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death.

This involves applying the law of property, trusts, wills, future interests, insurance and taxation to order the estate planner’s affairs for their benefit, as well as that of estate owner’s family, during their lifetime and after death. The estate planning process will focus on:

• ensuring the implementation of estate plans
• minimising estate duties and administration costs
• understanding changes in legislation
• the protection of inheritances

And when you talk with WHK Gosling Chapman about your estate planning, you have access to many other financial services that might be called upon to achieve your aims, including accounting, lending and finance, and corporate and business advisory services.

WHK Gosling Chapman can assist individuals with:

• identifying the estate planner’s needs,
• drafting the estate plan,
• consultation with regards to wills,
• formation of inter vivos or testamentary trusts,
• implementing the estate plan,
• administration of estates as executors or as agents of nominated executors, determining the liquidity of the estate

For more information contact:

Ian Boyd-Bell
P: +64 9 300 5785
E: trustcorp@whkgoslingchapman.com