Legal Wealth Advice

Planning for your family’s future is about making sure your money and assets go to the people you care about most. Maybe you’ve thought about how your home or savings will be passed on or wondered who would look after your children if something happened to you. Creating a will helps you make those decisions now, so you can protect your loved ones later.

We’ll guide you through different scenarios that might impact your estate – like estate duty, income tax considerations, or transferring wealth to the next generation. Whether it’s drafting a traditional will, a living will or a digital asset will, we’ll make sure your wishes are clear and appoint the right guardians and executors to carry them out. Let’s make these conversations easier and your family’s future more secure.

Setting up a trust might seem complicated, but it doesn’t have to be. Whether you’re thinking about how to manage assets for your children, support a loved one with special needs, or protect your wealth for future generations, we’re here to help. Our in-house Attorneys and financial planners work together to design, revise, or amend trusts that align with your goals. Every trust is different, because every family is different, and we’ll find the best fit for you.

Life’s big moments often require important paperwork to ensure your future is secure. Whether you’re moving in with your partner and considering a cohabitation agreement, preparing for marriage with a anti nuptial agreement, or planning for the future with a will or estate plan, these documents may not seem exciting, but they provide clarity and peace of mind for you and your loved ones. At BDO, we’re here to help you navigate these personal agreements, ensuring they reflect your wishes and protect your interests.

When it comes to business, having the right legal agreements in place is crucial for long-term success and stability. We can assist with buy-and-sell agreements, shareholder agreements, and partnership contracts. Planning for the future of your business? We’ll help you create a succession plan to ensure a smooth transition. We play a key role in providing the security and clarity needed to run your business with confidence.

Life is full of changes – some joyful, some challenging – and we’ll help you handle the legal details. Facing a divorce? We’ll work with you navigate the next steps with care. Caring for aging parents? We’ll guide you through estate planning and healthcare directives to ensure their wishes are honoured. 

Whatever milestone or challenge you’re facing, we’re here to offer support and practical advice. We’ll help take the complexity out of life’s legal decisions, making them manageable and clear.