Trust and Succession Planning

Succession planning goes beyond your Will to make family or workplace transitions easy. Planning involves:

-           The assessment of your assets

-           Assessment of likely taxation

-           Advice in regards to 3rd party claims against your estate

-           Protection of your assets

Is important to revaluate your estate plan when your life circumstances change, such as:

-           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

Webb Legal is able to assist you in creation of your Succession Plan and any uncertainties you have about the future of your estate. For more information please contact us <Contact page link>