Wills & Succession Planning

Wills & Succession Planning

It is one thing making a Will and it is another thing to make a Will that protects your assets and pre-empt or claims on your estate in the most tax-effective manner.

Unfortunately, money changes people, and money corrupts relationships.

The sad part about estate dispute is not only broken relationships but the fact that your hard-earned money will be used to defend claims on estate by eligible persons including your spouse, former spouse, children, step-children or siblings i.e. money unnecessarily wasted on legal costs that could have been funds to educate future generation in your family.

We strive to formulate your bespoke estate plan that is robust in ways that pre-empt or minimise the impact of estate claims, and insulate your hard-earned assets from property settlements in family law and/or business risks in a tax-effective manner.

Whether you are outside of Australia or in Canberra, Sydney or Melbourne or their surrounding regions, we can assist you to:

• Formulate an estate plan that safeguards your family inheritance from aggrieved persons as a result of family law disputes or bankruptcy claims
• Pre-empt claims on your estate as a result of frictions and distrusts in a blended family
• Structure your business and other assets and/or investment in ways that is tax-effective in accordance with your personal objectives
• Advise you on making of Enduring Powers of Attorney and appointing the right person to make decisions on your behalf when you lose legal capacity to ensure your asset does not dissipate