A Will is a legal document that details what you’d like to happen with your estate and help to plan your estate. It helps ensure your assets are protected and enables you to appoint a guardian for your children. It also names who is responsible for carrying out your wishes. This person is known as the executor of your will.
Our team has extensive experience and expertise in advising clients in all aspects of Wills and can help you Prepare.
Private Clients| 19 Nov 2020
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
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
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
With the current economic volatility, it is important for clients to consider how changes in asset values may impact on their estate plan.