PWM Financial Management offers legal services relating to financial planning, trusts and the administration of estates.
Consider the following:
Trust Formation
– Are your assets sufficiently protected?
– Will your estate attract estate duty?
Trust Administration
– Is your trust administration up to date?
– Do you have proper resolutions or minutes for decisions?
– Does your trust deed comply with present laws and legislation?
Wills
– Do you have a current will that is properly signed?
– When last was your will revised?
– Is your will drafted in such a way that it successfully portrays your wishes?
Administration of Estates
– Are you confident that your estate will be properly wound up after your death?
– Are you concerned about excessive administration fees?
Business Contracts
– Do your business contracts suit your needs?
Succession Planning
– Do you want to keep a family business within your family or for longer than one generation?