Estate Planning
Estate planning can be a major cause of stress for investors. Carroll,
Pike & Piercy advise on all aspects of estate planning, drawing on considerable
experience to save clients time, money and worry in the financial planning
process.
If you are involved in a Family Trust, Private Company or SMSF then
you may have a Power of Appointment or (binding) Death Benefit Nomination
to consider. For assets held in your name or jointly you have a 'Testamentary
Obligation' to your family.
It is important that your powers under a Trust instrument and your
Will are coordinated. This takes specialist knowledge, which Carroll,
Pike & Piercy provides.
Estate planning is a special area of our expertise, because clients
need support in this area for their families and beneficiaries. We do
not simply refer you on to a solicitor, but work with you to prepare
an Epitome of your Will for handing to your solicitor who can then draw
up your Will, saving them time and you money.
Once the arrangements are in place, we can work with you on the administration
of an estate. We also provide advice on Powers of Attorney,
Protection Orders and Succession Planning. |
