Estate planning

Estate planning provides certainty that your wealth is protected and passed on in a way that meets your wishes.

The comfort of certainty

You have worked hard to build your wealth, so you want to be sure that everything you’ve earned is protected and passed on to your preferred beneficiaries. Estate planning provides you with a clear and legally sound plan to transition your wealth with certainty of outcome, financial efficiency and tax effectiveness.

Estate planning involves more than just updating your Will. It also coordinates the transition of any wealth or assets held in companies, family trusts, business enterprises or superannuation funds. Additionally, effective estate planning will cover the succession of your business interests.

The importance of estate planning

Covers every aspect of your wealth

Considers your personal wealth, as well as any wealth you may hold in companies, discretionary trusts, self-managed superannuation funds, and provides for potential inheritances.

Family business concerns

Addresses the process of passing on a family business or dealing with family debts.

Minimising capital gains tax

Assesses any property or assets which may be subject to capital gains tax.

Charitable giving

Assistance in making a gift or donation to charity.

Non-financial matters

Covers such factors as care of dependent children, medical treatment and accommodation if you are incapacitated, as well as community and cultural requirements.

Flexibility

Offers flexibility in the ongoing distribution of wealth and assets to future children or grandchildren, or for asset protection purposes.

Certainty

Peace of mind knowing your estate planning objectives are clearly stated and will be met.

Our comprehensive approach

Preparation

Identify outcomes you want to achieve in passing on your wealth
Identify key concerns that must be dealt with
Identify where and how your wealth is held
List your significant assets and confirm how they are owned or controlled

Decision making

Discussion and documentation of your decisions
Advice and guidance on key concerns and arrangements

Execution

Delivery of your estate plan to your lawyers to draft required legal documents, including Wills, powers of attorney, trust deed amendments, superannuation benefit nominations and family agreements
Ongoing reviews of your estate plan as your circumstances change and wealth grows

Expert care for the future of your wealth

Estate planning can be a complex and sometimes daunting process, but our experienced advisors can guide you through in a more accessible and straightforward way. We cut through the jargon and present you with a clear estate plan that can be shared with family members and beneficiaries, and used by specialist lawyers as the basis of your legal documents.

Pitcher Partners specialise in areas such as asset protection, superannuation, entity structuring and taxation, so you can be assured that the future of your wealth is in expert hands.