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.

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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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