Wills, Estates & Power of Attorneys

Everyone needs a will. But the responsibility to safeguard your legacy doesn’t stop there. It’s crucial you have a succession plan in place to make the transition easy for yourself and your loved ones. 

Estate planning minimises the cost and emotional burden of administering your estate. It includes the following:

  • The assessment of assets
  • The assessment of likely taxation
  • Advice regarding the possibility of claims against the estate by third parties
  • The protection of assets
  • Documents including Wills, Testamentary Trusts, Enduring Powers of Attorney, Advanced Health Directives, Memorandum of Wishes and Superannuation Binding Death Benefit Nominations.

 Estate planning is an active process of re-evaluating the estate as your life circumstances change. This includes the following:

  • Newly married couples or those divorcing
  • A change to the family’s asset pool
  • A change in working conditions such as the buying or selling of a business
  • Changes to superannuation, insurance policies or taxation levels
  • The establishment of discretionary trusts

Get in touch to discuss making a plan that involves all family members, considers provisions for your retirement income and involves the plans, aptitudes and existing assets of younger generations.