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| 09 Jun 2021

Victoria’s electronic execution and remote witnessing provisions: your questions answered

The Victorian Government has recently made many of the temporary processes and procedures implemented in response to COVID-19 permanent, with the commencement of the Justice Legislation Amendment (System Enhancements and Other Matters) Act 2021 (Vic).

Private Clients| 13 Apr 2021

The world has changed – does your estate plan need to change with it?

The pandemic has resulted in significant global change, but it may also mean that it is time to have a look at the impact closer to home in relation to personal estate planning.

Private Clients| 07 Dec 2020

Changes to powers of attorney and advance health directives: Queensland

Changes to Queensland’s guardianship laws are now in force. The amendments, which came into effect on 30 November 2020, relate to the Guardianship and Other Legislation Amendment Act 2019 (Qld).

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.