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Estate planning includes reviewing clients' positions and providing advice in the following areas:

•Minimising future income tax from inherited assets;

•Minimising the capital gains tax implications to the beneficiaries of an estate;

•Providing a tax effective income stream to the beneficiaries of an estate;

•Protecting clients' assets as far as legally possible in the event that they or any beneficiaries are involved in legal proceedings, such as bankruptcy or divorce.


Berck & Associates
Level 7, 157 Ann Street, Brisbane QLD 4000
Tel +61 7 3238 6100 | info@berck.com.au

 

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