Quick Exit

When is it appropriate to use a Financial Agreement?

  • To protect your family wealth and or inheritance, particularly where a spouse is a member of a family trust or business;
  • Farming families in particular may look to a Financial Agreement to protect the farming enterprise for the next generation;
  • To decrease the risk of becoming involved in Family Court proceedings following a separation;
  • Couples entering into second or subsequent relationships or marriages often enter into Financial Agreements to protect the assets they bring with them, especially if they wish to preserve such property for any children of their earlier relationship or marriage; and
  • As part of general estate planning or business succession planning measures.
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