Estate Planning

 

Related expertise

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.

What should you think about when preparing or updating your estate planning?

Our checklist helps you to prepare or update your estate plan.

Find out more information about our other online services.

Related thinking

Private Clients| 05 Jul 2022

SMSFs in estate planning: takeaways for inheritance disputes

Recent cases involving superannuation death benefit nominations provide a timely reminder that SMSFs continue to be at risk of dispute.

Private Clients| 28 Jun 2022

High Court confirms what we already know about SMSF BDBNs

The High Court decision in Hill v Zuda is also a good reminder that the key aspect of an effective BDBN is complying with the terms of the SMSF deed.

Private Clients| 24 May 2022

Voluntary assisted dying legalised in NSW

Voluntary assisted dying will be legalised in New South Wales, the last state in Australia to pass legislation to allow terminally ill adults to choose to end their lives.

Private Clients| 03 May 2022

Do you have trust issues? Removal of beneficiaries

In the final part of our trust series, we look at removing beneficiaries from discretionary trusts.