In preparing your estate plan there are many factors beyond the preparation of your will that need to be considered, including:

  • Power of attorney (Who makes decisions if you are incapacitated?)
  • Enduring Guardianship (Who makes the medical and lifestyle decisions if you are mentally incapacitated?)
  • Minimising taxation implications on the distribution of assets
  • Testamentary trusts. (These are trusts created through your will that hold assets on behalf of beneficiaries) 
  • Business continuity issues
  • Have you considered how to deal with your non-estate assets?

To help you achieve your intended outcome, together with you, we consider your circumstances and objectives and formulate a map on how to proceed.  We can then engage legal professionals to provide legal services.

CONTACT US

LEVEL 2, 102 BEAUFORT ST
PERTH WA 6000

PO BOX 8262
PERTH BUSINESS CENTRE
STIRLING ST
PERTH WA 6849
P +61 8 9228 0700
F +61 8 9228 0706
ADVISOR@ASPENCORP.COM.AU

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