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Wills & Estate Planning
Who can we assist?
1
We can assist all Queensland Residents with their Estate Planning Needs.
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A Will or Estate Plan is invaluable if you are:
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Over 18
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Single with Children
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Single without Children
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Partnered with Children
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Partnered without Children
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a Blended Family
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We can assist with providing advice on how to protect inheritances to support family members with:
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disability
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addiction
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family law concerns
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insolvency risk
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family violence
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elder abuse
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We can provide advice on business succession issues, quarantining & structuring
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We can advise in respect of Corporate & Trust Entities
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We can assist with Multigenerational Enterprises
What can we assist with?
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Whether you are after a standard Will, or a more sophisticated estate plan, we can work with you, your accountant and financial planner to ensure your needs are met and your documents are appropriate to your circumstances.
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We can advise on all types of Testamentary Trusts: Protective, Disability, & Superannuation Proceeds Trusts.
We advise on Life Interests, Rights of Reside, & different ways to structure your ownership of property.
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We can assist with self-managed superannuation funds, death benefit nominations, and potential claimants on your superannuation & estate
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We can advise on Capacity issues.
Where capacity is in issue, we can advise on whether a Statutory Will may be appropriate.
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We can prepare & lodge for registration Ensuring Powers of Attorney & General Powers of Attorney. We can advise on and prepare Powers of Attorney for your corporate business entities.
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