Trust Planning
Trusts are powerful tools for managing and protecting assets while honouring your wishes. They offer flexibility, control, and peace of mind by allowing you to specify how your assets should be managed and distributed. This service is for anyone who wants to protect assets, provide for beneficiaries, or achieve specific planning objectives.
What this involves
- Revocable living trusts for flexibility and control
- Irrevocable trusts for asset protection and tax benefits
- Charitable trusts for philanthropic goals
- Specialised trusts for specific needs and circumstances
- Ongoing trust management and administration
- Trustee selection and guidance
How it helps you
- Provides flexibility in how assets are managed and distributed
- Maintains control over asset distribution according to your wishes
- Protects assets from potential risks and creditors
- Offers tax benefits and planning opportunities
- Provides for vulnerable or young beneficiaries appropriately
- Gives peace of mind that assets are protected and managed correctly
What to expect from the process
- Needs assessment: We discuss your objectives and determine the most appropriate trust structure for your situation.
- Trust establishment: We help you establish the right trust, including drafting trust documents and selecting trustees.
- Asset transfer: We guide you through transferring assets into the trust structure appropriately.
- Ongoing support: We provide ongoing administration support and review to ensure the trust continues to meet your objectives.
Discuss Trust Planning with us
Request a call back to learn how trusts can help you protect your assets and achieve your planning objectives.
Request a call back