Estate Planning

Estate planning can be a sensitive topic and as such is often neglected or overlooked. With our personalised one-on-one approach Armstrong Dubois can provide planning and administration for the management of your assets and ensure the future security of your family and protection of your wealth. Our range of services will assist you in the development of trusts and corporate structures, to ensuring effective taxation results, asset protection and providing business continuity.

Estate Advisory Services

Armstrong Dubois can provide advisory services to develop and manage your estate in the most considered manner, ensuring minimisation of tax, asset security and the fulfilment of your legacy in accordance with your wishes. Some of the estate advisory services we provide include:

• Tax efficient and effective estate plans

• Establishing and review of corporate structures such as companies, trusts and superannuation funds

• Confirming assets including business valuations, appraisals and inventories

• Assistance in obtaining approval for a grant of probate (inventory of assets)

• Estate asset management advisory

• Considering risk protection requirements

• Assistance in appointing power of attorney

• Asset protection and tax minimisation to beneficiaries

• Administration of taxes and debts

• Estate distribution services

• Planning services to minimise the risk of challenges to your will and family disputes

• Assistance in organising a charitable legacy

• Retirement planning advisory

• Succession planning

• Establishing business exit strategies

To discuss your individual needs please contact Armstrong Dubois:

Telephone: (+61 3) 9695 5500