Wills & Estate Planning

Estate Planning is the process of assisting you to arrive at decisions about what happens to your assets, rights and obligations, both personal and business, on death or loss of capacity.

 

We have experience in helping people arrive at the best decisions for themselves and their family. We prepare the right legal documents to ensure your decisions will be implemented should the need arise.

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Very Effective Process

We follow a personal and very effective process that allows us to understand all your relevant background details, objectives, issues or concerns. We outline your options for addressing specific concerns and help you arrive at decisions about what may happen should you die or lose capacity.

 

We can assist clients with:

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• Simple or complex wills

• Advising on the financial, asset protection and taxation benefits of using testamentary trusts and superannuation planning

• Understanding the unique issues for blended families or second relationships to minimise the risks of disputes and family provision claims

• Holistic estate planning to ensure non-estate assets, such as superannuation, jointly owned assets and assets held in trusts, companies and partnerships are appropriately dealt with

• Asset protection

• Equity between family members

• Protective and Special Disability trusts and managing the needs of vulnerable or disabled beneficiaries

• Avoiding disputes or containing them where one is inevitable

• Trust succession

• Maximising superannuation benefits and making binding death benefit nominations if appropriate

• Tax efficiency

 

Collaborative Approach

Where called for, we work with your accountant, insurance specialist or financial advisor to ensure your plan is appropriate from all perspectives.

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