Estate Planning

Many people fail to properly plan for their passing, creating the potential for a messy and expensive scenario resulting in irrevocable rifts among family members and the creation of unneccesary taxation and legal liabilities.

An effective estate plan can save significant amounts in tax and legal costs, whilst ensuring the assets you have worked so hard for during your life time are preserved and passed on to future generations in accordance with your wishes.

At Smith Shearer we believe a coordinated approach is most effective. We work with legal and other financial advisors to ensure the best outcome possible is achieved for all.