Estate Planning
We are meticulous in examining our clients' individual circumstances and requirements. We draw on our pool of expertise in estates, trusts, taxation, property and family law to deliver a strategic plan that ensures our clients' wealth is dealt with in accordance with their wishes and, importantly, in the most effective manner from both a taxation and asset protection viewpoint.
Through our careful planning process, the Kliger Partners Estate Planning Team is able to devise and implement versatile estate plans that deliver clear and simple solutions.
Some of our key areas are:
- Will disputes
- Estate planning & administration
- Preparation of Wills & Powers of Attorney
- Trusts
- Probate
- Succession planning
The following is a selection of pamphlets relating to Wills, Asset Protection and Estate Planning. There is also an example of the Estate Plan we provide to clients. To access these publications you will require Adobe Acrobat Reader, which is free to download.
- Introduction to Wills
- Your Will Planner
- Instructions for Signing your Will
- After Signing your Will
- Intestate Provisions
- Testator's Family Maintenance - your right to challenge a Will
- Testamentary Trusts - the tax savings
- Powers of Attorney
- Enduring Powers of Attorney (new & improved)
- Guardianship & Administration... the basics
- Changes to Guardianship Laws
- Sample Estate Plan
You can read some articles about Estate Planning in our News section.
