What is estate planning?
More than a will?
Estate planning is not just about having a will. It involves the review, management and control of your personal, family and business affairs and assets - while you are alive and when you pass away.
Estate planning can be as simple as having a will, but often involves powers of attorney, enduring guardianships and sometimes more where there are complex global, wealth and family arrangements.
A well-considered Estate Plan can cover your:
- Current lifestyle needs
- Retirement plans
- Business arrangements
- Tax position
- Future critical events such as divorce
- Health scares and family disputes as well as ensuring your assets go exactly where you wish them to go
- We understand your unique circumstances and can help establish an estate plan that’s right for you
We're here to help
Our dedicated wills, and Estate planning lawyers have a thorough knowledge of this potentially complex area. We can advise you on:
- Completing and updating a will
- Preparing powers of attorney
- Preparing enduring powers of guardianship
- Administration of a deceased estate, including superannuation and death benefits, and Will disputes
Speak with Jaswinder Sekhon,
he has more than 23 years
experience in wills and estates.
Speak with Jaswinder Sekhon, he has more than 23 years experience in wills and estates.
A full member of STEP since 2010. A Trust
Estate Practitioner, also known as TEP, are
full members of STEP. Call or email to
arrange a confidential discussion.
A full member of STEP since 2010. A Trust Estate Practitioner, also known as TEP, are full members of STEP. Call or email to arrange a confidential discussion.
Succession planning is the next stage of estate planning
The consideration of a range of critical events apart from death. These include:
- Mental and physical incapacity – yours or a beneficiary’s
- Bankruptcy or business failure – yours or a beneficiary’s
- Divorce – yours or a beneficiary’s
- Retirement, or
- The potential for disputes between beneficiaries over the Will
- Family Law Financial Agreements – to regulate ownership of assets in a relationship
- Testamentary trusts - these trusts can be created by your Will and come into existence after you pass away.
- The use and integration of insurance as an asset in your plan, as part of a business succession scheme to cover debt or income, or simply to bolster the wealth of a future estate
- Incorporation of a retirement plan as well as investment and wealth accumulation strategies