Wills/Estates
You might think that estate planning is just making a Will. But it’s much more than that.
It involves looking at your personal and financial situation and working out the best way to plan your affairs so that your assets can be distributed to your family and friends, as you wish, once you are no longer here. We work with you, your accountant, financial planners and family members to find out what is the best fit for you. Such important questions include:
• Who should be your executor(s)?
• What are your total assets?
• Are there any additional assets? Superannuation? Overseas investments? Intellectual property? Business assets?
• How do you want your assets distributed when you pass away?
• Are there any family members who require special consideration?
• What are the tax implications?
• How best to plan for succession in family companies?
• Testamentary trusts?
We have been helping individuals and families, including members from the LGBTI community, with estate planning for over 30 years. We have extensive knowledge to ensure that your Will is properly prepared and your Estate is distributed in the manner you desire, so that you have peace of mind that your Estate will be left to those you love.