Estate planning is an important and everlasting gift you can give your family.
When your estate encompasses the complexities of business entities, investment structures and superannuation, you need an adviser that ensures that your wishes are achieved. You may have a will, but does it structure and design how wealth and assets will be transferred to the next generation? An estate plan can overcome limitations of wills in inter-generational wealth planning. Our team at KMT Partners will work with you to develop ownership of your assets through taxation and business structures. We ensure you understand the issues of using trusts and super funds, leaving clear guidance and paths for the best financial outcomes for future generations.
We often advise your whole family, work with individuals or groups to ensure family harmony is maintained during these difficult periods.
In collaboration with other trusted lawyers and professionals, we advise your family on succession for individuals and legal entities.