Wills and Estate Planning

Our Wills and Estate Planning team is able to assist you with all of your personal legal issues, from wills and estate planning to superannuation, tax and conveyancing.

We work with you to ensure that your assets are protected and distributed to beneficiaries as intended.  We regularly prepare Powers of Attorney and Enduring Powers of Attorney for any Australian State or Territory, and have extensive experience at trust creation, including Special Disability Trusts.  Our team advises on the best structures to protect your estate and achieve your superannuation objectives.

Our expertise includes:

Estate planning - Indivduals

  • Preparation of Wills
  • Testamentary trust Wills
  • Appointing a Guardian
  • Powers of Attorney, including Medical Powers of Attorney
  • Taxation compliance for trust and superannuation funds
  • Trust and superannuation fund establishment and advice
  • Wealth management involving complex succession issues and family structure reviews

Click here to book an appointment.

 

Estate planning - Businesses

  • Establishment of family trusts
  • Business succession
  • Taxation compliance for trust and superannuation funds
  • Transfer of title for a commercial property
  • Trust and superannuation fund establishment and advice
  • Wealth management involving complex succession issues and family structure reviews

On the passing of a loved one

  • Deceased estate administration
  • Disputed wills and inheritance claims
  • Probate applications
  • Transfer of title for residential and commercial property

Click here to book an appointment. 

 

Creating a Will for a blended family

More than ever before, society is now made up of blended families. When two families come together with children, your Will still needs to reflect and consider your new family structure, your children and the person/s you both trust to make decisions about your estate once you've passed.  When or if your relationship changes, your Will needs to reflect your new situation.

Meet our estates team and get some answers to some of the commonly asked questions by listening to this 37 minute podcast and meet and hear from Michelle Gold and Eleanor Heffernan.  If you'd like to make an appointment to create or update your Will, contact us for an appointment.