Estate Planning is the process of planning for the transfer of your assets to your intended beneficiaries on your death and for the management of your assets and physical needs if you are no longer able to do so for yourself. Relationships, families, assets and financial structures change over time. We live in times of an ageing population and a high divorce rate. Family structures are diverse, the nuclear family is no longer the norm.
We recognise that no two clients are alike. We provide estate planning solutions tailored to the individual circumstance and objectives of each of our clients.
An integral part of the estate planning process is to plan for the management of your financial affairs and physical needs if you cannot do so for yourself.
An enduring power of attorney is a document which appoints people chosen by you to act as your attorney to manage your financial affairs and to do so even if you become incapacitated.
An appointment of enduring guardian appoints people chosen by you to act as your guardian to make decisions about your personal circumstances including accommodation, lifestyle and health issues.
We have extensive experience in estate litigation and can advise how best to protect your assets and to reduce the risk of claims against your estate.
Whilst the will is central to the estate plan ancillary documents may also include a power of attorney, appointment of enduring guardian, binding death benefit nominations for your super fund.