Estate planning

The nuts and bolts of planning your estate.

 

  • Tailored estate planning solutions for your existing structure
  • Guidance through even the most stressful situations
  • Protect your family's wealth, even after you're gone

Solid planning is what holds together the future of your estate. Like nuts and bolts. So when our clients trust us to assist in their estate planning, we recognise the importance of our task at hand. We work with experienced, reliable estate lawyers on behalf of our clients to ensure detailed and accurate Wills and Enduring Power of Attorney are put in place. This gives you both peace of mind and security.

We drive the process to ensure that all advice you receive fits in with your existing structures. Our main goal is to protect your family's wealth after you have gone, so we'll deliver above and beyond the call of duty.

Testamentary Trusts

Through the preparation of a Will, when appropriate we ask for Testamentary Trusts to be put in place which are a tax effective tool for both distributing and protecting your wealth. However, we only implement a testimony trust where it is truly appropriate. Our advisors will be more than happy to talk you through this process when you start planning for your estate.

Estate planning & super

Nowadays, there is a huge link between superannuation fund planning and estate planning. In fact, you cannot properly contemplate one without a complete understanding of the other. We apply our knowledge and understanding of estate planning and superannuation planning to each of our client's circumstances. We are fortunate enough to have a vast amount of knowledge and experience surrounding both aspects, which results in our clients receiving a robust, complete and appropriate strategy for their estate planning.

Unplanned events

Sometimes we can't foresee, or don't want to foresee, the passing of our parents. Our specialists have the personal approach and experience to resolve the issues that occur following these events. We know when issues are likely to occur and we know why. Our estate planning team can guide you through this tough experience and relieve stress as and when they can.

 

Contact us   Resources

To find out more contact one of our specialists today.

Bill Charlton

t: (07) 3210 5530
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Find out more about Bill

Dean Vane

t: (07) 3210 5525
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Find out more about Dean

Lauren Steinheuer

t: (07) 3210 5524
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Find out more about Lauren

Malcolm Barkle

t: (07) 3210 5512
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