Established 1974

Phone : 02 4578 3005

Estate Planning - Wills & Deceased Estates

EVER WONDERED:                

  • Who will look after my affairs if I can’t?
  • Who will authorise my medical treatment if I suffer from dementia?
  • What happens if my business partner dies?
  • How do I prevent conflict between my spouse and my children over my estate?
  • Who will get my superannuation death benefits when I die?
  • What is a binding death benefit nomination and why would I want one?

Ask us.

ESTATE PLANNING IS IMPORTANT.

WHY?

TO ENSURE THAT YOUR ESTATE IS PRESERVED DURING YOUR LIFETIME…..

AND ULTIMATELY PASSES TO YOUR BENEFICIARIES:

  • In the most tax effective manner
  • With flexibility of management
  • Providing protection for loved ones who are vulnerable.

ESTATE PLANNING TOOLS

 ASK US ABOUT:

  • Enduring Powers of Attorney
  • Appointments of Enduring Guardian
  • Wills
  • Testamentary Trusts
  • Superannuation:
  • Binding Death Benefit Nominations.

GET WILLPOWER!

ASK US HOW YOUR WILL CAN:

  • protect a child who is an addict
  • protect a child who is disabled
  • protect a child who is a spendthrift
  • protect a child who may divorce
  • protect a child who becomes bankrupt
  • help your spouse qualify for a pension
  • provide valuable tax minimisation for your family
  • provide for future generations
  • Address awkward second marriage issues

WE HAVE THE ANSWERS

ESTATE ADMINISTRATION:

Theresa Parry, a Legal Executive with over thirty years’ experience, both in the UK and Australia, is a long standing and respected member of our firm. Theresa provides efficient service and confidential, compassionate advice in the administration and distribution of both small and large estates.

FAMILY PROVISION CLAIMS (CONTESTING WILLS):

Unfortunately, there is sometimes a conflict between the wishes of the Willmaker and the needs of certain family members.

In cases where a relative or dependant of a deceased person feels that proper provision has not been made for him or her in the Will, that person may be entitled to make a family provision claim under the Succession Act for provision (or further provision) out of the estate.

This often occurs in a cases where the deceased was married more than once and children of an earlier marriage have been overlooked.

Of their very nature, these matters are usually quite emotionally charged and require the assistance of lawyers experienced in this field to achieve a satisfactory resolution.

Often such matters are able to be resolved by mediation, saving substantial expense of a defended Court hearing.

We regularly conduct such matters on behalf of either claimants or Executors.