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Estate Planning Basics

Why you do NOT need a Testamentary Trust Will (Will creating Asset Protection Trusts)

The simple answer is that when you die your worries will be over. Wills creating Asset Protection Trusts (also known as Testamentary Trusts) only benefit a person's intended beneficiaries. However, if it is your intention to leave your assets to your intended beneficiaries in the most advantageous manner for them upon your debt then you s...

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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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Generation Planning: Protect Your Inheritance - Simple Legal Solutions

Sue is married with two (2) adult children and a grandchild on the way. Sue operates a small business as a sole trader. Sue is an only child and expects that she will soon receive a substantial inheritance from her elderly mother. Sue seeks legal advice as to what she should do to ensure her and her family receive the maximum benefit from h...

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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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Wills, Powers of Attorney & Enduring Guardian

 

 

 

 

 

 

There are four crucial things you need in place when preparing for the un-thinkable. These include an up to date will, an up to date Power of Attorney, an up to date Appointment of Enduring Guardian, and personal insurances, where necessary. 

 

For your family's sake think about the un-thinkable

For a no obligation phone evaluation

Call Now - 02 4952 3901

 

How We Help

 

We will prepare for you a:

at a competitive fixed price.

You should consult with your financial planner periodically to assess the necessity and adequacy of your Personal Insurances.

 

Benefits of our Fixed Price Documents

 

Our fixed price includes the following benefits:

  • Our personalised documents are skillfully prepared by an experienced Solicitor,
  • All face-to-face consultations are conducted by one of our Solicitors,
  • Your documents can be prepared and signed within one (1) week, or sooner if you request,
  • We provide you with certified copies of all documents prepared on your behalf,
  • We retain your original Will, Power of Attorney and/or Appointment of Enduring Guardian in our fireproof safe custody facility until it is needed or you request its release.
 

Fixed Fees

 

Please click here to view our Schedule of Fixed Fees.

 

Advanced Estate Planning

 

For more information about our approach to Modern Estate Planning call us on 02 4952 3901 or visit our Advanced Estate Planning - Asset Protection & Wealth Management page.

     

Make an Appointment

 

Please click here to make an appointment with one of our Estate Planning Lawyers.

     

Advanced Estate Planning Lawyers

 

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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