VideoPost: Succession Planning

This VideoPost is a recording of our ‘Succession Strategies and Estate Planning’ seminar, which we presented to clients on Kangaroo Island in July 2022. This seminar will be most helpful for business and farming families, but it will also be useful for anyone wanting to know more about how they can implement a comprehensive succession strategy.

We are available to present this Seminar to your staff, clients or professional group.

For more information or assistance with implementing Succession Strategies and Estate Planning, contact us on 1300 654 590 or by email.

Our Great Lawyer Guarantee

We want to be part of your team over the long term. We'll achieve this by sticking closely to the following principles:

  • We'll listen carefully to understand what you want to achieve. Then we'll thoroughly explain our advice and step you through the documents. You can be sure you'll know the full consequences.
  • Our lawyers work as a team, so someone will always be available to answer your questions, or point you in the right direction. You will also benefit from a range of perspectives and experience.
  • One of our key goals is to pass on as much knowledge as we can, so you can make your own informed decisions. We want to make you truly independent.
  • We only do what we're good at. You can be confident that we know what we're doing and won't pass on the cost of our learning.
  • For advice and documents, we provide a fixed or capped quote so you don’t take price risk. If you're in a dispute, we'll map out the process and costs so you know what to expect.
  • We're not in this game for our egos. We're in it for a front row seat to witness your success.

We measure our success on how efficiently we have facilitated your objectives, enhanced your relationships, and reduced the level of stress for all involved.

If we sound like people you can work with, call us now and speak directly with a great lawyer.

Should executors be paid or receive gifts?

Should executors be paid or receive gifts?

Who you appoint as the executors of your Will is an important decision. After all, these are the people responsible for carrying out your wishes after you pass away. However, you may wonder whether your executors should be paid or receive a gift in recognition of their efforts in administering your estate. 

read more
What Happens When a Beneficiary Dies Before You?

What Happens When a Beneficiary Dies Before You?

Imagine this: You’ve carefully made your Will, making sure your loved ones will be taken care of when you’re gone. You’ve left a generous gift to your son, Jake. But then, something unexpected happens—Jake passes away before you do.

read more