Wills & Estate Planning
Nobody likes to think about it, but a properly drawn will and valid powers of attorney save the people you love a great deal of cost, delay and stress.
What we help with
- Writing or updating your will
- Valid enduring powers of attorney
- Estate administration
- Succession planning for a business or farm
Estate planning is more than a will
A good estate plan looks at the whole picture, including:
Your assets
What you own, how it’s held, and what will actually pass under your will.
Likely tax
The tax consequences for your estate and the people who inherit from it.
Possible claims
Whether anyone might make a claim against your estate, and how to reduce that risk.
Protecting assets
Structures that keep what you’ve built safe for the next generation.
Review it when life changes
Estate planning isn’t a one-off. It’s worth revisiting your plan when:
- You marry, separate or divorce
- Your family’s assets change
- You buy or sell a business, or your work changes
- Your superannuation, insurance or tax position changes
- A discretionary trust is set up
The best plans involve the whole family, taking into account not only your own retirement but also the plans, abilities and assets of the younger generation.
Let’s talk it through.
Arrange a consultation with one of our experienced, friendly solicitors.