Estate planning

We’re focused on building relationships over time that create wealth for our clients and we want to help them protect that wealth. At Roberts & Morrow we believe that Estate Planning is more than just having a lawyer draft a will.

We also believe that the best estate planning is done when you engage one of our qualified staff who understands your taxation, financial planning and superannuation affairs and integrates them into a comprehensive plan that will ensure your wishes are fulfilled.

Partner Paul Williams specialises in taxation law and estate planning. The specialist tax and estate planning (STEP) team lead by Paul, sets Roberts & Morrow apart in offering the ideal mix of legal, tax and accounting skills to ensure that your testamentary documents achieve your estate planning objectives.

Why not talk to one of our Business Services partners today about how the STEP team can help you comprehensively update your estate planning and start enjoying the peace of mind that comes from knowing that your affairs are properly structured.

 

Book an appointment with one of our STEP team


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