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Advanced Estate Planning

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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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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How to Bulletproof a Will from Family Provision Claims

Recently SBS Insight addressed the topic of "Making a Will".  The programme explored how the family provision laws under the Succession Act 2006 (NSW) enables a Court to effectively rewrite a person's Will where it is found that an inadequate provision has been made for an eligible person.      ...

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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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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.

Download Now

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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