Wills & Estate Planning

Do you have a Will?

This is the one document we all need eventually, and making sure you’re prepared can mean the difference of months of stress and thousands of dollars in expense for your loved ones.

Even the simplest of Wills with the most straightforward of wishes can be what saves your loved ones from difficulties. Unfortunately, sometimes life isn’t as simple as we would like. Succession law is fraught with common pitfalls that we can help you avoid in the preparation of your Will, especially when it comes to complex assets, overseas property and blended families.

We can assist you in ensuring that you are prepared, as well as:

• Ensuring that your estate passes to your intended beneficiaries and is protected from contestation where possible
• Minimising capital gains tax and income tax for your beneficiaries
• Protecting inheritances from relationship breakdown and bankruptcy
• Protecting the inheritances of minor and vulnerable beneficiaries.

Contact us today, and rest assured that your Will has been prepared by experts in the field.

If you lose capacity, it is essential that you have nominated a trusted person or persons to make decisions in relation to your property and medical matters. Unfortunately, we aren’t always able to tell when we will lose capacity, and by the time it happens it’s already too late.

We are able to advise you and help prepare Powers of Attorney and related documents such as Enduring Guardianships and Medical Treatment Decision maker, for every State and Territory in Australia, so that you know that you are prepared for any eventuality.

We can help you to protect your estate from family provision claims. We assist clients with preparing and executing documents to give greater weight to your testamentary intentions. Nobody is able to stop a family provision claim from being made, though there are many steps we can help you with to assist in ensuring that your estate is safeguarded against these claims as much as possible.

We have a range of personalised methods to assist in protecting your estate to suit your needs and budget.