SUCCESSION PLANNING

Baldock Stacy & Niven Solicitors, Orange NSW

SUCCESSION PLANNING

Baldock Stacy & Niven Solicitors (BS&N) in Orange can provide your family with vital peace of mind through professional Succession Planning advice and assistance.

Succession Planning can improve your and your family’s financial health and ensure it is protected. An effective succession plan means there is a plan in place to look after the ones you love whatever happens in the future.

No matter how straightforward or complicated your situation may appear, it is vital to use a highly skilled and experienced team like BS&N. We work with you and your financial advisors to ensure your succession plan is complete and precisely captures your situation and wishes.

GET YOUR AFFAIRS IN ORDER WITH SUCCESSION PLANNING

The components of a good Succession Plan usually include:

  • Identification of all assets and property across your personal and business life (including superannuation).
  • Identification of any potential risks (things like early death, divorce or separation, changes in circumstances of a beneficiary etc).

An effective Succession Plan can then be drafted that includes all your assets and builds in flexibility for future changes, manages risk, minimises taxation and addresses any succession issues that may eventuate. The plan can also help shield your estate from claims being made against it after your death.

Your succession plan will usually include several other legal documents:

Succession-Planning

The legal team you want on your side.

LOCATION & CONTACTS

Mon – Fri: 9:00am – 5:30pm

Phone: 02 6362 2022

Address: 64 McNamara Street
(PO Box 1070)
Orange NSW 2800