Family Trust – Why? How? When? Cost?

FAMILY TRUSTS

Why?

  • What assets do you have?
  • Are you in business?
  • Do you wish to protect assets as you start a new relationship?
  • Do you want to protect the assets for your partner / spouse and children in case you need rest home care later in life?

How?

  • Appropriate steps and documents can protect your assets and your family.

When?

  • Usually the sooner the better.
  • The asset values are “locked in” at the time you do it.

Cost?

  • Usually $3000 – $3500 for most people.
    (Includes a total “package” of correct documents including:

    • New Wills and Memorandum of Wishes.
    • Transfer of assets to the Trust.
    • New loan / mortgage documents with your Bank).

Phone or email David Brown at David J Brown and Associates for further advice with regard to any of the above.

Family Trust – Why? How? When? Cost? (Click here to download a PDF)