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Advanced Estate Planning

What is a Power of Attorney?

A Power of Attorney is a document pursuant to which you appoint a person(s) to manage your financial affairs, usually in circumstances where you are unable to manage your affairs yourself (for example, due to illness, unsoundness of mind or time overseas). An Enduring Power of Attorney is a Power of Attorney that only commences or continu...

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Why Asset Protection is Fundamental to Every Advanced Estate Plan

Is Asset Protection Relevant for Me? We all work hard to accumulate wealth to fund our lifestyle and retirement and tp provide a head start for our loved ones but most people do not take adequate steps to protect their wealth from unforeseen events or third party claims,. People who carry on a business, have an "at risk" profess...

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Testamentary Capacity. When does a person lack the ability to make a valid Will?

What is "testamentary capacity"? The legal test for assessing testamentary capacity was outlined almost 150 years ago in a case called Banks v Goodfellow (1870) LR QB 549. The test has four (4) aspects to it, namely: 1. That the willmaker understands the nature of the act of making a Will and its effects, 2. That the wil...

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Helping Your Children - Loan or Gift? - Simple Legal Solutions

Andrew has recently started his own business. Andrew has incorporated a company of which he is the sole director and entered into a number of contracts with suppliers. As the director Andrew has also signed a number of personal guarantees. Andrew's father Mark wants to help Andrew out with his new business venture and has agreed to ad...

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Advanced Estate Planning

 
      

It's not just about having a Will.

Get protection for your business and personal assets for you and  your loved ones.

 

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Advanced Estate Planning Guide

 

Often there are simple solutions to complex Estate Planning problems that go unaddressed.

The purpose of our Guide is to provide a brief overview of the considerations and solutions relevant to our Advanced Estate Planning service.

Estate Planning is not just about having a Will, Power of Attorney and Appointment of Enduring Guardian.  Asset protection and tax planning are vital to a successful Estate Plan.

Download "Advanced Estate Planning: Simple Legal Solutions" now.

     

How We Help

 

We offer peace of mind knowing that as far as legally possible your wealth is protected for you and your family.

At Roberts Legal, we believe that a comprehensive and modern approach to Estate Planning is fundamental to ensuring financial well-being despite life's inevitable contingencies.

We offer a complete Asset Protection and Wealth Management service tailored to meet the personalised goals of our clients and focused on implementing strategies and solutions for the long term.

Call us to discuss what simple legal solutions are available for your circumstances.

     

Case Studies

 

"Helping your children - loan or gift"

"Balancing competing interests of your children and a second spouse in the family home"

"Generation planning - protect your inheritance"

 

Benefits of Asset Protection Trusts

 

Asset Protection Trusts created in a Will provide asset protection for Beneficiaries and are particularly important as it is virtually impossible to know exactly what a Beneficiary's circumstances will be at the date of death of a Will maker or thereafter.

 

Make an Appointment

 

Click here to make an appointment or call 02 4952 3901 to speak to one of our Estate Planning Lawyers

     

Our Advanced Estate Planning Lawyers

 

Sam Roberts

Accredited Specialist (Commercial Litigation)

Anna Roberts

Senior Associate Solicitor

Rebecca Wosman

Solicitor

 

    Clare McAteer

     Graduate Lawyer

   

 

Call now to speak to one our Estate Planning Lawyers.

02 4952 3901

                                                

CONTACT US ON 02 4952 3901

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