Comprehensive estate planning services sets in place strategies and structures that help our clients plan in advance, to ensure the assets they leave behind after their passing fall into the right hands, at the right time, giving confidence that their wishes for the future are secure.
If you don’t have a plan, the government has one for you, but you probably won’t like it. It may involve going to court to prove who is entitled to your assets. Having a plan in place, can make things easier for the people you leave behind, at what will be a very emotional time.
Estate planning services include:
Enduring Power of Attorney
An Enduring Power of Attorney provides another person to act on your behalf in property and financial matters. It ensures that important matters are dealt with by someone you trust if you are unable to deal with them yourself. An Enduring Power of Attorney is an extremely valuable document which provides peace of mind and certainty that business and personal matters will be carried out on your behalf if you were unable to make such decisions yourself.
Businesses Succession Planning
Without an appropriately structured Shareholder Agreement or Buy-Sell Agreement, businesses risk the possibility of not surviving planned or unplanned exits from the business. To enable for a smooth transition with less likelihood of disruption to your business operations and provide a roadmap for:
To discuss your estate planning requirements contact the team at IFP Perth.