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TRUST and succession planning
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Safeguarding Your Assets and Facilitating Seamless Transitions
Succession planning at Webb Legal transcends the scope of a will, aiming to facilitate seamless transitions within families or workplaces. Our approach involves a comprehensive assessment of your assets, meticulously evaluating potential tax implications, and providing strategic advice regarding third-party claims against your estate. Webb Legal is dedicated to safeguarding your assets, ensuring a robust plan that not only addresses the distribution of your wealth but also shields you from potential challenges. With a focus on long-term stability and preparedness, our succession planning services offer you a strategic and holistic framework for navigating the complexities of estate management.
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Contact Our Firm
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Book a Meeting
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provide instructions and background information
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Receive Tailored Advice
It is important to revaluate your estate plan when your life circumstances change, such as:
When should you revaluate your estate plan?
New marriage
Divorce
Change in work condition (for example buying or selling a business)
Change to superannuation, tax or insurance
The establishment of discretionary trusts
