Was your Accountant involved in your Will preparation?

If not then you may not have achieved what you originally sought !

• Do you understand why you have your current business structure?
• Are you aware your superannuation fund does form part of your estate?
• Your solicitor may not be aware why you have the business structure you have.
• Who understands your business structure better than your accountant?
• Do you understand why the solicitor may recommend a Testamentary Trust be used?

It is our goal to ensure our clients negotiate this process in full knowledge and have a Will which achieves their objectives.

Contact us for a one hour free consultation to discuss how this is managed for you.