Our experienced Wills & Estates team delivers sound advice in the following areas:
» Wills & Estate Planning
» Power of Attorney
» Estate Administration
» Estate Litigation
To ensure we deliver a wills & estates strategy fully tailored to your needs, we will discuss with you all relevant issues, including:
» Jointly held assets
» Holdings in a family company
» Interests in a business / family trust
» Life insurance proceeds
» Superannuation fund proceeds
» Testamentary trust
» Protection issues for disabled or financially vulnerable / bankrupt beneficiaries
» Record keeping and valuations.
We recommend that any taxation issues (including capital gains tax and superannuation) be fully canvassed by you with your accountant / financial adviser and we are happy to work with your advisers to ensure the best outcomes for you.