Leave a legacy to those you love and care about
Transferring your personal estate to your chosen beneficiaries is an important part of life.
For long-lived hard-working Australians, your estate is most likely worth a great deal of money. Having a clear succession plan in place will give you immense satisfaction and peace of mind.
When you die, a legal process comes into play. Executors follow the instructions you provide in your will. Understanding this process and how your assets may be distributed, gives you a degree of control to protect your estate. It makes sure your loved ones receive the most benefit.
To help you design your succession plan, CGD Partners will consider the various scenarios that could play out when it comes time to distribute your assets to your beneficiaries.
If you die while still operating a viable business, your succession and estate plan will ensure your beneficiaries receive their correct allocation of your business.