Your will is one of the most important documents you will ever sign. It is not something to put off doing, and not something you can do once, then forget.
Without a valid will, you forego your right to:
Nominate guardians for your minor children in the event of your death
Determine the respective interests your loved ones receive from your estate
Decide who will be responsible for administering your estate in accordance with your wishes, as well as dealing with any conflict that arise
Provide your beneficiaries with options to minimise tax, protect their inheritance from creditors and/or a family law dispute
Ensure your will is consistent with your superannuation, life insurance, business structures and any family trusts
Provide a structure for children, spouses or other dependants which mitigate the impact an inheritance may have on their social security payments
We take the time to understand what you are trying to achieve and what you want to avoid. We identify any issues we see arising from your existing estate plan (where applicable) and provide straightforward advice as how those issues can be resolved.
You may find that a simple will adequately meet your needs or you may discover that a comprehensive and strategic review is in order.
See us about:
Simple and complex wills
Testamentary trusts
Asset protection and tax minimisation strategies
Special disability trusts
Life interests and rights to reside
Business succession planning
Get the facts. Get help. Call our award-winning Estate Planning Team.
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We can discuss your case and identify how we can work with you to achieve the best possible outcome.
or call a trusted advisor today