ESTATEANDINHERITANCE.COM.AU

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Ph: 02 4929 5511. Estate Planning, Estate Tax Planning, Estate Management, Complex Estate Planning. All clients have issues so we generally ask them what it is that has brought them to us. Forms and documents for downloading. The best strategies for your estate or inheritance. Welcome to Estate and Inheritance Strategies (EIS). Estate and Inheritance Strategies is a highly specialised personal and business Estate Planning business servicing predominantly Newcastle and the Hunter Valley. Member of The Ins...

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Ph: 02 4929 5511. Estate Planning, Estate Tax Planning, Estate Management, Complex Estate Planning. All clients have issues so we generally ask them what it is that has brought them to us. Forms and documents for downloading. The best strategies for your estate or inheritance. Welcome to Estate and Inheritance Strategies (EIS). Estate and Inheritance Strategies is a highly specialised personal and business Estate Planning business servicing predominantly Newcastle and the Hunter Valley. Member of The Ins...

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1 about us

2 about robert

3 what we do

4 estate planning

5 estate management

6 estate tax planning

7 complex estate planning

8 situations and issues

9 intestacy

10 blended families

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index | estateandinheritance.com.au Reviews

https://estateandinheritance.com.au

Ph: 02 4929 5511. Estate Planning, Estate Tax Planning, Estate Management, Complex Estate Planning. All clients have issues so we generally ask them what it is that has brought them to us. Forms and documents for downloading. The best strategies for your estate or inheritance. Welcome to Estate and Inheritance Strategies (EIS). Estate and Inheritance Strategies is a highly specialised personal and business Estate Planning business servicing predominantly Newcastle and the Hunter Valley. Member of The Ins...

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estateandinheritance.com.au

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Estate and Inheritance Strategies, Newcastle, Estate Planning Complex, Estate or Succession Planning, Inheritance Advice, Estate Tax Planning, Wills and Estates, Retirement Advice

http://www.estateandinheritance.com.au/estate-planning

Ph: 02 4929 5511. Estate or Succession Planning. Estate planning is a multidisciplinary profession. We understand how accountants work and how lawyers work. We build common ground between a client’s accountants, financial planners and lawyers in the estate planning process. We use a standard methodology and a rigorous Know Your Client process. We use a comprehensive Fact Find to gain a full picture of all the assets the client owns or controls - including assets not covered in the client’s will. The dece...

2

Estate and Inheritance Strategies, Newcastle, Estate Planning, Complex Estate Planning, Inheritance Advice, Estate Tax Planning, Wills and Estates, Retirement Advice

http://www.estateandinheritance.com.au/what-we-do

Ph: 02 4929 5511. Bob Baldwin is not a lawyer; he is a Chartered Accountant who specialises in wills and estate planning. He is also a licenced financial planner with Lonsdale Financial Group Ltd. He fills the gap between the accountant and the lawyer because he understands both worlds. Estate planning is the passing on of your assets and your values to the people you want on the terms you want. Estate planning, as a law subject, is not a core component of most university law degrees. How do we do it?

3

Estate and Inheritance Strategies, Newcastle, Estate Management, Estate Planning Complex, Estate Planning, Inheritance Advice, Estate Tax Planning, Wills and Estates, Retirement Advice

http://www.estateandinheritance.com.au/estate-management

Ph: 02 4929 5511. Our experience in Estate Planning and financial accounting allows us to provide the administrative services for a deceased estate. Identifying the assets for lawyers to apply for Probate or Letters of Administration in the case of an intestacy. Working with the estate’s lawyers advising them on accounting and taxation matters. Keeping the books and financial records of the estate and attending to the income tax planning and returns. University Estate Planning Qualification Obtained.

4

Estate and Inheritance Strategies, Newcastle, Common Situation and Issues, Blended Families, Intestacy, Estate Planning Advice, Multiple Families, Family Estate Planning, Family Inheritance

http://www.estateandinheritance.com.au/blended-families

Ph: 02 4929 5511. COMMON SITUATIONS AND ISSUES. Australian Bureau of Statistics indicates:. 50,000 divorces each year. One third of marriages are 2nd marriages. 40% have children less than 16 years old from prior marriage(s). Marriage breakdowns are dealt with under the Commonwealth Family Law Act while De Facto breakdowns are dealt with by the NSW Property (Relationships) Act. Legal advice should be sought in such matters. Again seek legal advice in this complex area. Robert Baldwin of Estate and Inheri...

5

Estate and Inheritance Strategies, Newcastle, Robert Baldwin, Estate Planning Complex, Estate Planning, Inheritance Advice

http://www.estateandinheritance.com.au/about-robert

Ph: 02 4929 5511. ABOUT ROBERT (Bob) BALDWIN. Bob is a Chartered Accountant and has spent some thirty years as an accountant in all phases of public practice. He now specialises in Estate Planning is currently studying the Estate Planning elective subject of the University of Technology Sydney law degree. Bob is a licensed Financial Planner with Lonsdale Financial Group, a Self Managed Superannuation Fund specialist and a registered Tax Agent. Bob is not the Federal Member for Paterson or related to him.

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estateandinheritance.com.au

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Ph: 02 4929 5511. Estate Planning, Estate Tax Planning, Estate Management, Complex Estate Planning. All clients have issues so we generally ask them what it is that has brought them to us. Forms and documents for downloading. The best strategies for your estate or inheritance. Welcome to Estate and Inheritance Strategies (EIS). Estate and Inheritance Strategies is a highly specialised personal and business Estate Planning business servicing predominantly Newcastle and the Hunter Valley. Member of The Ins...

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