Wills & Estate Planning

When it comes to estate planning the most effective asset protection measures are implemented well in advance of a loss event. Our expert lawyers can assist you by providing you with advice and making strategy recommendations to strengthen your current and future asset protection position including:

• protecting your wealth during your lifetime;
• protecting the wealth passed on to your beneficiaries;
• protecting the wealth in your companies, trusts and other entities (if applicable)... (more)

A Will is possibly the most important document you will ever prepare and whether your estate is large or small, we encourage you to have a valid Will. A Will clearly sets out how you want your money, property and possessions distributed should you pass away.... (more)

A Power of Attorney is just as important as a Will. While a Will operates on your death, a Power of Attorney operates during your life. A Power of Attorney is a legal document authorising another person, such as a trusted friend or relative, to act on your behalf in your affairs. This person is known as your attorney... (more)

At some point in the future you may be unable to make decisions about your health care, even temporarily.  For example, if you are unconscious or unable to communicate your wishes due to severe illness, dementia, stroke or mental illness. However if you have an Advance Health Directive in place, your family, friends and doctors are aware of your wishes in relation to those important decisions... (more)

A Testamentary Trust is a type of trust drafted into a Will.  The Testamentary Trust only comes into existence upon your death for the benefit of your beneficiaries.  A Trustee, who you appoint to administer and control the Trust, manages the Trust assets and ensures your wishes are met.  The benefits of a Testamentary Trust are:

• providing flexibility for asset distribution in your Will;
• ongoing asset protection for your loved ones; and
• ongoing tax advantages... (more)

Blended families are common in today’s world.  Blended families arise where one or both of the parties to the relationship (married or defacto) have children from a prior relationship.  The parties to the relationship may also have children together.  These relationships give rise to certain challenges and the need for extra considerations when making an estate plan... (more)