It’s not just about having a Will.

Find out what’s relevant for you and get protection for your personal and business assets for you and  your loved ones with our comprehensive estate planning services.

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

What is Advanced Estate Planning?

Advanced Estate Planning involves 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, injury or illness.

Asset Protection Strategies and Tax Planning are, therefore, vital to a successful Estate Plan.

Simple Legal Solutions

Too often there are simple solutions to complex Estate Planning issues that go unaddressed.

Speak to one of our Estate Planning Lawyers or download our Advanced Estate Planning Guide to find out about the simple legal solutions available for the following Estate Planning considerations:

• Asset Protection,
• Discretionary Trusts,
• Loans,
• Future Inheritances,
• Business Risk,
• Business Succession Planning,
• Wills creating Testamentary Trusts,
• Superannuation and Self Managed Super Funds,
• Family Law Property Orders, and
• Contested Wills Claims.

Our experienced team are amongst the top Estate Planning Lawyers Newcastle has to offer and are sought out by clients across Newcastle, the Hunter Valley, Central Coast and Sydney regions.

Advanced Estate Planning Guide

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

Download “Advanced Estate Planning: Simple Legal Solutions” now.

 

Asset Protection strategies and Tax Planning are vital to any successful Estate Plan.

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

How We Help

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 relevant 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.

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.

You should speak to one of our Estate Planning Lawyers about reviewing your Estate Planning if:

• You or any of your intended beneficiaries are an ‘at risk’ person.
• You are about to acquire an additional asset or investment.
• You are planning to start a new business or other enterprise.
• You are a co-owner of an existing business, property or investment.
• You are an owner of a business that you would not be prepared to walk away from.
• You carry on a business as a sole trader or in partnership personally.
• You wish to establish or wind up a Family Discretionary Trust.
• You have made loans to, or are owed money from, a related entity or family member.
• You are about to get married or start a de-facto relationship.
• You have separated from your spouse or de-factor partner.
• You have children to a previous relationship.
• You want to ensure that your future beneficiaries are able to maximise the benefit of their inheritances and minimise tax.
• Your circumstances have otherwise changed since you last reviewed your Estate Planning.

Make an Appointment

Call 1300 553 343 to speak to one of our Estate Planning Lawyers or complete the form below.

 

Testimonials

You went the extra mile to ensure that our Estate Planning also covered all those “what if” scenarios that so could easily have been overlooked.

“When my wife and I were starting to prepare our Wills you went the extra mile to ensure that our Estate Planning also covered all those “what if” scenarios that so could easily have been overlooked that could have caused either us or our children unknown stress at what is likely to be an extremely stressful time when it is required. The peace of mind this attention to detail has given us can not be measured in dollars.”

Luke Stevens, Amber Tiles

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It is surprising to find a law firm that provides such clear and concise guides.

“It is surprising to find a law firm that provides such clear and concise guides to business succession planning and shareholders’ agreements. Having been through the exercise with a number of our accounting practice clients, it is good to have a tool that can be used to assist our clients in forming a clear picture of how they want their business to continue following an unexpected event and how they expect the various shareholders to interact with each other. The Business Succession Planning Guide and Term Sheets enable us provide a clear set of instructions to the team at Roberts Legal.”

Richard McArtney, Bentley Accountants Newcastle Pty Limited

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Every co-owned business needs a succession plan and this is an easy and inexpensive way to begin to build one.”

“The business succession planning guide and term sheets (questionnaire) provided by Roberts Legal are useful resources for anyone in a co-owned business. It breaks down the issues in everyday language and allows the business owners to identify and resolve all of the important issues proactively before they become a problem. The simple questionnaire helps business owners to have the awkward conversations with their business partners in an objective way that creates certainty for all the owners. As a Chartered Accountant I often come across situations where a disagreement between co-owners leads to the demise of the business and it’s good to know I can refer my clients to the business succession planning guides provided by Roberts Legal to establish the rules of the game from the start to keep everyone moving in the same direction. Every co-owned business needs a succession plan and this is an easy and inexpensive way to begin to build one.”

Trevor Monaghan, Climax Business Strategies Chartered Accountants

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I would not hesitate to recommend the Estate Planning service to anyone considering how best to plan the succession of their assets.

“Sam and the team at Roberts Legal provide an efficient service and practical advice. Specifically I would not hesitate to recommend the Estate Planning service to anyone considering how best to plan the succession of their assets.”

Christine Lusher, Lusher Financial Services

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Your services have been prompt, efficient, professional and considerate of our needs.

“Thanks Sam and the team for excellent service in recent months – estate matters, property transfers and resolution of debt disputes. Your services have been prompt, efficient, professional and considerate of our needs. But most of all, thanks for getting the results we sought.”

Steve and Julianna