Estate planning

estate planning

Estate planning is the term used to describe a plan to deal with all your assets, including funds and assets that are owned in a family trust and a superannuation fund.

Your estate plan should also address assets you own jointly with someone else and how these assets will pass despite the provisions in your Will.

If you are leaving certain assets to your children or other beneficiaries residing outside Australia this may have significant tax implications for your estate that requires specific advice.

Many clients own substantial assets in overseas jurisdictions and also need advice on the best estate plan to ensure that these assets do not result in expensive and drawn out estate administration.

At Stoltz Law Firm we have the experience to help you with an estate plan relevant to your specific circumstances, whether they are straight forward or more involved.

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