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We tailor the approach
specifically for your business.

Future Planning

Future Planning

Future Planning

Future Planning

Morgan + English is committed to empowering individuals, families, and businesses to take control of their future with clarity and confidence. We understand the challenges faced by families and business owners and provide a tailored approach, offering sophisticated legal solutions specific to your unique goals, values, and circumstances.

We appreciate that just like every family, every succession plan is unique. Whether you are preparing for retirement, transitioning a family business to the next generation, or seeking to protect your assets and loved ones through thoughtful estate planning, our experienced team is here to guide and advise you.

We provide practical legal services across a range of future planning areas, including:

  • Wills

    Drafting clear, comprehensive wills that reflect your personal values and intentions.

  • Succession Planning

    Developing forward thinking strategies to ensure seamless business and farm transitions, with a focus on rural and family-owned businesses.

  • Intergenerational Transfers

    Facilitating the transfer of assets across generations in a way that preserves family harmony and long-term financial stability.

  • Asset Protection

    Structuring your affairs to safeguard personal and business assets from risk and liability.

  • Powers of Attorney and Guardianship

    Preparing legal documents that ensure trusted individuals can act on your behalf if you're unable to.

  • Family Agreements

    Crafting binding agreements to manage expectations and reduce conflict within families, especially in complex or blended family situations.

  • Probate and Estate Administration

    Guiding executors and families through the legal responsibilities following a death, with sensitivity and clarity to ensure your estate is administered efficiently and according to your wishes.

FAQs

A power of attorney or enduring guardianship ensures that trusted individuals can make financial, legal, and personal decisions on your behalf if you become unable to do so.

A power of attorney authorises someone to make financial and legal decisions, while an enduring guardianship allows a trusted person to make personal, health and lifestyle decisions if you lose capacity.

It is best to prepare them while you are healthy and capable of making decisions, so that your wishes are clear and effective if unforeseen circumstances arise.

Yes – you can amend or revoke them at any time, provided you have decision-making capacity.

An asset protection plan can help safeguard wealth from risks such as business failure, litigation or family breakdown, and is particularly valuable for business owners and professionals and high wealth individuals.

Assets can often be protected through careful structuring – such as trusts, superannuation and ownership arrangements – if planning is done early and correctly.

Without a succession plan, your business may face disruption or forced sale. Planning provides continuity, preserves value and supports family and stakeholders.

A structured succession plan sets out management and ownership transitions, balancing family expectations with commercial and tax considerations.

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