Isaacs Cole Chartered Accountants

Estate Planning

Financial situations regularly change.  This can be anything from inheriting assets to facing diminishing returns on sharemarket or property investments.  It is easy to make plans to address the changing landscape of your life yet forget to consider how those changes will affect your estate and your beneficiaries. Having worked hard to generate the estate assets it is important to ensure your estate planning places the assets and associated income streams exactly where you would like them to finish. It is also important that the plans provide protection and flexibility for your beneficiaries without incurring unnecessary costs and taxes.

We can work with you and your Financial Planner to ensure the following common questions are addressed:

• How do we ensure that all of my wealth is transferred intact without losing money in taxes?
• How do I give my children or grand children a head-start while ensuring the money is safe from creditors or a family law claim?
• How do I protect my children or grand children from themselves until they are responsible enough to manage the inheritance proceeds?
• How can I incorporate my philanthropic interests in my estate planning?