Estate Planning

When working on your estate plan, we will need to consider numerous issues including:

• the risk of your Will being disputed – if there is a risk what can be done to reduce the risk of that dispute being successful;
• if some or all of your assets can be distributed tax effectively during your lifetime;
• whether you should establish a testamentary trust;
• have you made a Binding Death Benefit Nomination for your super and if not, who should you make it to;
• do you have life insurance and whether it is adequate to achieve your goals;
• if other documents are required for example partnership agreements, buy sell agreements or a deed as to mutual Wills.