Wills & estates
Whether you need a simple Will or your affairs/ relationships are more complex, our estate planning lawyers can assist.
Practical and technical legal advice with clear documentation seeks to give effect to your intentions after you pass.
Our wills and estate lawyers can assist with a variety of the legal issues you may face as you get older, such as:
Whether you need a simple will (see our standard Will service process) or have more advanced requirements for estate planning, we can help.
Estate law covers a range of legal problems around assets and estate planning. These include the following:
More wholistic consideration is given to the nature of your estate in an estate plan. Steps that can be taken to maximise the after tax benefits of your beneficiaries are carefully considered.
Blended families also require special consideration and often the use of life interests.
We also usually prepare an estate plan flow-chart for you.
It is often overlooked that assets held in family trusts, family companies or superannuation funds do not necessarily form part of your estate that is dealt with in accordance with your Will.
The succession of each of these assets and their structures, that have life after your death, must be separately considered in a succession plan to ensure that these assets benefit those you intend.
Again we usually prepare a succession plan diagram for you.
There are unique issues here that must be considered and particularly the ongoing control of the business (whether operated by a partnership, company or trust) if only some of your beneficiaries are involved in the business.
We also prepare Buy/Sell Agreements and work in conjunction with your insurance adviser and accountant to achieve the best after tax result.
Here’s how we approach Estate & Succession Planning for larger and more complex estates:
The most cost effective way to get started with this is by booking an initial High Point Advice Conference (in person, by telephone or via Skype) with one of our Estate Planning team.
This advice conference is available for a fixed fee.
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