Estate Planning

 

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Preparing or updating your Will and personal estate plan will ensure that your estate and other entities (such as family trusts) are managed smoothly and in accordance with your instructions.

We know that contemplating your mortality and making time to plan can be difficult, but your estate plan does not have to be complicated or time-consuming. Our team can help you navigate through all the issues, providing an easy-to-understand, step-by-step process to get your plan in shape.

We have extensive experience and expertise in advising in all aspects of estate planning including:

  • testamentary trusts
  • taxation
  • trust structuring
  • asset protection
  • superannuation
  • probate
  • private dispute resolution

We provide proactive advice applying our depth of experience to your unique circumstances.

We work closely with you (and your advisers) to understand what you would like to achieve and provide clear options and advice.

We are mindful of the often emotional nature of dealing with estate planning and we manage the process with sensitivity and understanding to achieve the best outcome and peace of mind for your family.

Find out how we can help you prepare your estate planning.

You can also use this checklist to work out if you need to prepare or update your estate plan.

See here for what to think about when preparing or updating your estate planning.

See here to find out more information about our other online services.

Related thinking

Private Clients| 19 Nov 2020

Trusts and the foreign person duty and land tax surcharge: act before it’s too late!

As 2020 nears to a close, advisors should note the impending 31 December deadline in NSW to exclude foreign persons as beneficiaries of discretionary trusts, to prevent these trusts from becoming foreign persons for the purposes of surcharge duty and land tax.

Private Clients| 22 Oct 2020

Keeping it in the family: asset protection, succession planning and bankruptcy

Bankruptcy concerns are becoming very real for many clients in the succession planning space. Fortunately, there are strategies you can put in place to limit the exposure of your assets to creditors both during your lifetime and on your death.

Private Clients| 15 Sep 2020

Do you have a client who is a member of the Bank of Mum and Dad?

We have had many recent enquiries where Mum and Dad have been asked to act as guarantors for a loan. We highlight the potential asset protection benefits of your clients formally loaning, as opposed to gifting, money to their family members.

Private Clients| 25 Aug 2020

Is your estate still worth what you think it is?

With the current economic volatility, it is important for clients to consider how changes in asset values may impact on their estate plan.