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Retirement Planning

Planning for retirement can require careful legal and financial planning to ensure your assets are protected, your wishes are carried out, and your future needs are provided for. Our team can assist with structuring your assets in a way that supports long-term financial security while also considering tax efficiency (in consultation with your accountant) and potential eligibility for government support, such as the Residential Care Subsidy. We provide advice on family trusts; business succession planning if you own a farm or other business; international property considerations; and other inheritance and estate planning to make sure your assets pass to the right people in the right way. We also help clients understand how relationship property laws may affect retirement planning and estate distribution. By taking a proactive approach, with early legal advice, you can reduce uncertainty, avoid unnecessary disputes, and ensure that both you and your family are well prepared for the next stages of life.

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