Wills, Estate Planning and Deceased Estates
Estate planning isn’t just preparing a Will. Our experienced lawyers work closely with clients to ensure their assets are passed on exactly as they intend, delivering clarity, certainty and true peace of mind. We consider a wide range of personal and financial complexities, such as:
- the individual needs and wishes of all family members
- blended family arrangements
- minimising avoidable taxes and duties
- planning for the future sale, retention or ongoing management of significant assets and trading businesses, including those owned by family trusts, companies or superannuation funds
- devising appropriate protections for those family members who are young, have a disability, or are not ready to receive their inheritance
- providing advice in relation to de facto and same-sex relationships
We help you implement tailored strategies and structures that allow you to retire confidently, safeguard your hard-earned assets, and maintain family harmony.
Our work may include preparing a Will incorporating multiple Testamentary Trusts, an Enduring Power of Attorney, an Appointment of Enduring Guardian, an Advance Health Directive (Living Will), Control Deeds to manage family trusts and Superannuation Binding Death Benefit Nominations or Superannuation Advance Transfer Directives.
We work with you to implement a comprehensive estate plan that can help safeguard a family member’s inheritance against risks such as future relationships, separation or bankruptcy. In addition to the above, we have experience in:
- establishing family trusts
- documenting the succession plan for family-owned companies and businesses
- providing advice on taxation and superannuation implications
- providing advice to ensure Centrelink entitlements are maintained
- preparing applications for grants of probate and letters of administration including those that relate to informal Wills and the rectification of Wills
- attending to all tasks relating to the administration of intestate or partially intestate estates
If you’re wondering whether you need specialist estate planning advice, please give us a call. We are happy to answer any questions you may have.
With years of experience resolving estate disputes brought to us by clients, we are uniquely positioned to offer comprehensive estate planning services that proactively reduce the risk of future litigation and costly problems for families.
