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

Contact us today to get started.