The team at Property Law & More have a specific interest in all aspects of wills and estates, and estate planning matters.
It is important that all aspects of your succession planning process are considered in detail during your lifetime. Should you not have an appropriate will in place your property may be distributed in a way contrary to your wishes and desired outcomes. That you would not want it to had you properly considered it. This may result in your property going to people who you did not wish to receive it, or it might mean that excess tax is paid or that there are other financial outcomes that were not considered at the time.
We encourage liaising with your accountant or financial advisor to ensure that we are fully aware of your financial circumstances so that proper and accurate advice can be provided in relation to the contents of your will. It may also be appropriate that additional documents such as a Power of Attorney or Enduring Guardianship are prepared at the same time to ensure that your needs are attended to in circumstances where you are unable to make decisions for yourself.
Estate planning issues become more complicated in situations where there are blended families or you have children or dependents that might have disabilities or other issues which may make them incapable of managing their own affairs after your death in circumstances such as these may be necessary to make a testamentary trust will that might assist in keeping your estate from creditors or disgruntled spouses.
We are here to assist you with all your estate planning needs. If necessary, we are able to refer you on to financial planners and other professionals who might be able to assist you with financial aspects of your life. We believe that this holistic approach to estate planning results in the best outcomes for our clients.
Do not hesitate, contact us now to discuss your legal matter