Estate Planning

Estate planning is not something we like to think about – but without a plan in place, our business and personal affairs may not be dealt with as we wish after we pass away.

Estate planning is more than just a will. While you are now alive and well, BSM will work with you, alongside your solicitor and financial planner, to set up an estate plan, which may include a will, a business succession plan, a testamentary trust, a superannuation plan and powers of attorney.

Speak to an expert

Cliff Everett

For more information on preparing your estate and ensuring you have all your requirements covered, speak to Cliff.

Email Cliff Everett
or call (08) 9362 3533

Top
0