TRUSTS & ESTATES

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 $3500 – $4200 plus GST plus disbursements 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)