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?
