Protect Your Family Wealth with an Estate plan
As a business owner or investor using a Company, it is vital that you have an EPOA and the appropriate Resolution prepared and signed so that a replacement Director can instantly be appointed to run your business or investments in the event of incapacity or death.
Through our partnership with specialist estate planning lawyers, we can coordinate the preparation of updated Wills, EPOA’s, SMSF Wills and Advance Health Directives to ensure you and your family are protected.
Importantly, the Wills and SMSF Wills that we build for you have the unique option of limiting any distribution to your bloodline family only. This protects your hard-earned family wealth.