Estate Planning

Arrangements made today for tomorrow.

Estate Planning & Wills

Are you one of the 52% of Australians who don’t have a Will? Do you have an Enduring Power of Attorney, so that someone can make decisions if you lose capacity? Is it in the “too hard to do box”? It doesn’t have to be – let us help you leave the legacy you want and give peace of mind to you and your loved ones.

Estate Planning is about taking control, making plans for the future so that should the worse happen, you and your family are protected – financially and emotionally.

At its basic level, anyone over the age of 18 years old should have a Will and Enduring Power of Attorney. Surprisingly, 52% of Australians do not have a Will, and by the age of 85 years old 1 in 4 of us will have dementia.

For many of us, we don’t want to think about writing a Will. But without a Will, your money, your home and all the other assets you have built up over your lifetime may not go to whom you want. The intestacy rules are rigid and apply to your estate if you don’t have a Will.

Undoubtedly, if you do not have a Will, your estate will take longer to administer and will cost more.

You might assume that in the event of your incapacity, your spouse or partner will be able to make important decisions for you – not so. Without an enduring power of attorney, you risk someone you don’t know to make vital decisions for you. Your spouse or partner won’t be able to make certain financial or health care decisions for you.

From straight forward to complicated estate plans, we have the experience to help you plan today for tomorrow. We can help you if you are part of a blended family, have business interests, overseas assets and assist with UK estate plans.

Lets Talk

Speak to us for your free 15-minute discovery call - without obligation.

Call Now
Book Now