Asset Planning

Wills, Enduring Powers of Attorney, Family Trusts.

There are only two sure things in life – death and taxes - and whilst most of us don’t like to think about either (but particularly the first), it is important to plan so that your wishes are met, and your family have certainty as to your directions.

We understand that the ‘traditional’ family model is no longer commonplace in NZ and family structures are becoming more complex, and we know that there is no such thing as ‘one size fits all’ when it comes to asset planning. We will customize our advice and documents to meet your specific needs.

Please don’t delay any longer, get in touch to get the ball rolling.

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It's easier than you think to make a will.

It is estimated that over half of all adults do not have a Will. No doubt, this is because we don’t like thinking about death.

However, one thing we hear a lot is people saying that they know they should make a Will. The cost of making a Will now - compared with the extra cost to your Estate if you pass away without one - cannot be ignored. Our Wills start from $450 + GST each or $750 + GST for husband/wife Wills prepared at the same time.

If you die without a Will, the costs to administer your Estate could easily reach ten times that.

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Do you need a Trust?

Reasons for establishing a family trust could include:
  • To protect assets for family members
  • To ensure certain assets – such as a family business or farm – are transferred intact to the next generation
  • To protect family members or a family business from possible relationship property or Family Protection Act claims (by contesting a will)
  • To assist with estate administration by transferring assets to a trust before death

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Get in touch

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