Effective estate planning is more than just having a Will. Cragg Braye & Thornton can assist you in planning ahead to protect and grow wealth and security for you and your loved ones. We work with you to review and manage your affairs when preparing your succession plan.
Life events such as marriage, divorce and separation can have unanticipated consequences for your succession plan. This is why it is important to regularly review your plan and keep the following planning tools current:
- Will
- Power of Attorney
- Enduring Guardianship
- Advanced Health Care Directive
The team at Cragg Braye & Thornton is experienced in administering estates, including obtaining Grants of Probate and Letters of Administration, as well as handling estate complications, Will disputes and Family Provision Claims.
We regularly navigate matters on behalf of our clients that require the attention of the NSW Trustee & Guardian, as well as the NSW Civil & Administrative Tribunal.
Special note on Intergenerational Transfers
An intergenerational transfer can be an effective planning tool for families with rural property. A stamp duty exemption is available to transfer the family farm to the next generation and provide options for retirement to the older generation. We can handle your transfer from start to finish and provide you with personalised advice for your circumstances as part of a complete succession plan.
Our primary solicitor for succession matters is Alana Harden-Williams.