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Advanced Estate Planning

Sophie's Lost Inheritance

Sophie's parents' Wills were apparently straightforward. Under terms of the Wills, everything her parents owned was left to the surviving parent and then, in the event that both her parents had died, the Wills divided their assets equally between Sophie and her brother. When Sophie was (not so happily) married to David, David'...

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When to Review your Estate Planning

It is important that you keep your Estate Planning up-to-date as your circumstances change and that you are confident that nothing has been overlooked. To help you better undertand the issues relevant to Advanced Estate Planning, in 2016 we released "Advanced Estate Planning - Simple Legal Solutions". This Guide deals w...

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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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An Introduction to Advanced Estate Planning

What is Advanced Estate Planning? Advanced Estate Planning is not just about making a Will, Power of Attorney and Appointment of Enduring Guardian. Advanced Estate Planning is planning for the preservation of your wealth during your lifetime as well as planning for the succession of that wealth to your intended beneficiaries in the most a...

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Advanced Estate Planning: Simple Legal Solutions


It's not just about having a Will.

Simple Solutions exist to complex Estate Planning problems.

Find out what you need

to protect your wealth for you and your loved ones.

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What's Covered


Advanced Estate Planning Guide


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What is Advanced Estate Planning?


Advanced Estate Planning is planning to:

  • Preserve your wealth during your lifetime,
  • Generate wealth in a flexible and tax friendly environment, and
  • Meet your loved ones' financial needs in the event of your untimely death, illness or injury.


Free Initial Consultation


What's Covered


This Guide deals with the following common Estate Planning considerations and how to manage them:

Asset Protection
Discretionary Trusts
Loans to Related Businesses and Family Members
Future Inheritances
Business Risks
Business Succession Planning
Wills creating Testamentary Trusts
Family Law Property Orders
Contested Wills Claims




More reasons why you should get "Advanced Estate Planning: Simple Legal Solutions" today.


"The team at Roberts Legal have made what can be a complex area of our lives into something that is easy to understand. The Advanced Estate Planning Guide is a must for those that want to make sure their hard earned personal and business wealth ends up in the right hands, at the right time"

          Geoff Whiddon


"Estate Planning is more than just arcane legal concepts, it is about people and their human problems. Sam Roberts and the team at Roberts Legal are to be congratulated on preparing this excellent Guide."

           Gil Gordon


"What a great piece; clear, concise, accurate and leaves enough questions for one to consider."

         David Leslie - Financial Planner - Morgans Limited





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02 4952 3901


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