Wills & Estate Planning

1. Simple Will

Is economical if it suits your circumstances. [Read more] 

2. A Will Incorporating a Right of Residence or Life Estate

Can be your answer if you have a blended family. [Read more] 

3. A Testamentary Trust Will

Can give your family and lineal descendants great tax effectiveness and asset protection and allow you to avoid passing control to any bad money managers among them. [Read more] 

4. A Statutory Will

Can allow people with an intellectual disability to have an appropriate will.  [Read more] 

5. A Special Disability Trust

Allows you to provide for care and accommodation for beneficiaries with a disability tax effectively, while preserving their entitlement to benefits.  [Read more] 

6. A Private Family Company

Can solve your business succession problems. [Read more] 

7. Family Discretionary Trust

Can give you the tax effectiveness, asset protection and succession planning you need. [Read more] 

8. Gift/Loan Arrangement (or Equity Stripping)

Can be used to adjust the value of your assets to get the estate planning outcomes that you want without unnecessarily triggering capital gains tax, stamp duty or land tax.  [Read more]

9. A Self-managed Superannuation Fund with Death Benefit Nominations

Allows tax effective saving for your retirement and a tool for estate planning. [Read more] 

10. Severing a Joint Tenancy

Can give you more flexibility when it comes to passing on your co-owned real estate assets and prevent your property interests going to the wrong people. [Read more] 

11. A Power of Attorney

Is a way to pass control of your financial affairs to the right people if you need to during your lifetime. [Read more] 

12. An Appointment of Enduring Guardians

Is the way to pass control of your health care and lifestyle decisions to the right people if you need to during your lifetime.  [Read more] 

13. A Living Will or Advance Care Directive

Lets your family and healthcare professionals know your end-of-life wishes.  [Read more] 

14. A Life Insurance Policy

Can clear your home loan and other debts so that your spouse and children can survive financially in the event of your death or total and permanent disablement. [Read more] 

15. Mutual Wills

Are wills made by spouses or partners at the same time, together with a contract to which they are both parties. [Read More]

16. Giving away inheritance while you are still alive

Sometimes (but very rarely) it may be appropriate that you pass your assets (or some of them) to your children while you are still alive.  [Read More]