Your estate planning is the process of preparing a strategy to deal with your assets after you die, including the preparation of your will.
To develop your estate plan we need to understand your financial and personal circumstances and how the assets you control are held – whether in your sole name, jointly, in a trust, by a company, or in a superannuation fund. These assets are gifted or dealt with in different ways.
We do not provide off the shelf estate plans. Our work requires detailed knowledge of the laws of Wills, Probate, Guardianship, Powers of Attorney, Trusts, Superannuation, Family Provision (inadequate provision in a Will), Family Law (divorce), Bankruptcy, Corporate Law, Stamp Duty, International Law and Tax Law.
No two clients’ circumstances are the same. Asset holdings vary dramatically in size and complexity and family situations and family dynamics vary enormously. We have the expertise and experience to ensure your estate plan will be tailored specifically to suit your needs.
Our legal team includes the only Accredited Wills & Estates Specialist in the Hunter Valley outside of Newcastle.