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Advanced Estate Planning

Providing for Your Second Spouse After Your Death - Simple Legal Solutions

With the aging population and the number of blended families and second spouses on the rise it is increasingly important that your Estate Plan effectively addresses the competing interests of your children and a second spouse. Life Interests or Rights of Residence created in a Will are common parts of many Estate Plans when there is a sec...

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Balancing Competing Interests of your Children and a Second Spouse in the Family Home

John and Jane are in their 60s and have been in a de facto relationship for 10 years. They have both been married previously and each have adult children from a previous relationship. John entered the relationship with significantly more assets than Jane, including the home they now live in. John wants to ensure that in the event of his death...

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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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What is a Will?

A Will is a legal document in which you state how you want your Estate Assets to be distributed after your death. A Will also allows you to choose an Executor who will be responsible for making sure that your wishes are met and can also be used to appoint a Guardian to look after minor children until they can look after themselves. Apart ...

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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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