Ever wondered?

• Who will look after my affairs if I can’t?
• Who will authorise my medical treatment if I suffer from dementia?
• What happens if my business partner dies?
• How do I prevent conflict between my spouse and my children over my estate?
• How can my will protect my children's inheritance?
• Who will get my superannuation death benefits when I die?
• What is a binding death benefit nomination and why would I want one?

Ask us

ESTATE PLANNING IS IMPORTANT

Why?

TO ENSURE THAT YOUR ESTATE IS PRESERVED DURING YOUR LIFETIME…..

AND ULTIMATELY PASSES TO YOUR BENEFICIARIES:

• In the most tax effective manner
• With flexibility of management
• Providing protection for loved ones who are vulnerable

ESTATE PLANNING TOOLS

Ask us about:

• Enduring Powers of Attorney
• Appointments of Enduring Guardian
• Wills
• Testamentary Trusts
• Superannuation
• Binding Death Benefit Nominations

GET WILL-POWER!

Ask us how your will can:

• Protect a child who is an addict
• Protect a child who is disabled
• Protect a child who is a spendthrift
• Protect a child who may divorce
• Protect a child who becomes bankrupt
• Help your spouse qualify for a pension
• Provide valuable tax minimisation for your family
• Provide inheritance for future generations
• Address awkward second marriage issues

We have the answers

ESTATE ADMINISTRATION

We offer efficient, confidential and compassionate advice and service in the administration and distribution of both small and large estates.

FAMILY PROVISION ACT CLAIMS

Unfortunately, there is sometimes a conflict between the wishes of the Willmaker and the needs of certain family members.

In cases where a relative or dependant of a deceased person feels that proper provision has not been made for him or her in the Will, that person may be entitled to make a claim under the Family Provisions Act for further provision out of the estate.

This often occurs in a cases where the deceased was married more than once and children of an earlier marriage have been overlooked for inheritance.

Of their very nature, these matters are usually quite emotionally charged and require the assistance of lawyers experienced in this field to achieve a satisfactory resolution.

Often such matters are able to be resolved by mediation, saving substantial expense of a defended Court hearing.

We regularly conduct such matters on behalf of either claimants or Executors.