Estate Planning and Retirement Planning
Estate Planning Specialists
Estate planning involves looking at the most important issues in your life and enabling you to take control and care of your financial affairs and personal lifestyle affairs in the event of your death or your loss of capacity.
More than making a will – protect your future
We assist you to arrive at decisions as to what happens to your assets, rights and obligations, both personal and business. Estate planning is not just about making a will. Our firm has an Accredited Specialist with specialist knowledge and expertise not only acting on wills and estate planning but also superannuation death benefit planning, retirement and elder law, mental health issues, Enduring Power of Attorneys, Enduring Guardianship appointments, estate litigation (defending claims on an Estate and acting for Plaintiffs making a claim) and general estate administration.
Retirement essentials
Every adult should consider the following legal documentation that we prepare for clients:
- Wills
- Enduring Power of Attorney
- Enduring Guardianship
- Testamentary Trusts
- Superannuation Nominations (Binding, Not Binding, Lapsing, Non Lapsing)
- Applications for a Court made Will for a minor or a person who lacks testamentary capacity
- Creation of Testamentary Trusts
- Letter of Wishes
Retirement planning
We can assist you with:
- Examining Aged Care Accommodation Agreements
- Reviewing Retirement Village Contracts
- Working with your Financial Adviser to ensure the transactions you are entering into is as stress free as possible
- Review legal documents and contracts regarding Aged Care and Retirement Village facilities
Expertise in handling and settling complex property law matters
Our team of dedicated property law specialists have years of experience helping clients navigate complex legal matters.