Wills & Estate Planning.
Our services.
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Drafting Wills
Our experienced team can draft a legally sound and comprehensive will that reflects your wishes and ensures your assets are distributed according to your intentions.
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Estate Planning for Business Owners
For business owners, we offer tailored estate planning solutions to address the unique challenges and complexities of passing on business interests to future generations.
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Asset Protection
We can help you develop strategies to safeguard your assets from potential risks, including creditors and legal disputes, through effective estate planning techniques.
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Family Provision Claims
In order to avoid the event of a dispute or challenge to a will under the Family Provision Act, we provide expert advice to protect your interests and ensure fair treatment in accordance with the law.
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Tax Planning
Our team can advise on tax-efficient estate planning strategies to minimise tax liabilities for your estate and beneficiaries.
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Superannuation & Estate Planning
Our team can assist in structuring your superannuation benefits to integrate seamlessly with your estate plan, maximising tax efficiency and ensuring your loved ones are provided for.
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Powers of Attorney or Guardianship
We assist clients in preparing advance care directives and powers of attorney to ensure their healthcare and financial affairs are managed according to their wishes in the event of incapacity.
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Retirement & Estate Planning
We assist in aligning your retirement planning goals with your estate planning objectives, working closely with financial planners to optimise your retirement savings and ensure a secure future for you and your loved ones.
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Comprehensive Review & Updates
We conduct regular reviews of your estate plan in collaboration with financial planners to accommodate any changes in your financial or personal circumstances, ensuring your plan remains current and effective.