Your hopes to ensure a secure and practical future for your family’s well-being depend on how well you plan today. Transferring your assets when the time comes – whether your home, your business, your investments or any financial source – takes careful estate planning.
Estate Planning can essentially be described as a planning strategy aimed at giving financial security for a person during their lifetime, including an ability to meet lifestyle expectations and an uncomplicated, cost effective transfer of that person’s assets to their beneficiaries on their death.
An estate planning strategy is not static and should be reviewed at intervals to meet changing circumstances.
Ritchie & Castellan can provide advice and assistance in the following areas:
- estate planning
- succession planning
- preparation of powers of attorney and appointments of enduring guardianship
- asset protection ranging from traditional “mum and dad” Wills to highly complex structures involving interrelated personal, business, corporate, family trust, superannuation and testamentary trusts assets
- deceased estate administration from the simple to the complex
- estate litigation involving challenges to deceased estate
Click here to review our publications on Wills and Estate Planning.
Please feel free to download and complete our Wills and Powers of Attorney Instruction Sheet as a starting point to your estate planning process. You can then either return the Instruction Sheet to us or Contact Us to arrange a consultation with an experienced solicitor.