Estate and Succession Planning | LOCKHART Business Advisors, Tamworth NSW

Estate and Succession Planning

LOCKHART Business Advisors provides effective and practical estate planning services to the owners of privately held businesses. We play a valuable role, together with your lawyer, assisting clients to understand the estate planning process, including unravelling misconceptions.

This is not the domain of just the wealthy. Those who need an estate plan include:

Assets exceeding $2 million
Business owners
SMSF's
Blended families
Potential inheritance entitlements
Where care & maintenance of children is important
Where relationship tensions exist within the family

The dangers of not having an estate plan include:

Your estate not being distributed in accord with your wishes
Increased risk of litigation with your estate diluted by legal costs
Minor children not being properly looked after
Significant and unexpected tax issues