Delivering peace of mind in wills and estate planning for clients in Newcastle, the Hunter and Sydney
A will is critical for deciding how your assets will be distributed after your death, providing instructions for your funeral, preventing future disputes, and protecting your legacy.
A carefully drafted will must consider a range of factors, such as:
- present and future circumstances of beneficiaries
- adequate provision to family and dependents
- foreign assets and beneficiaries
- taxation implications
- risks of potential claims against the estate, and
- business succession plans.
From straight forward advice to complex estate planning, our lawyers have significant experience in drafting and providing advice in elation to wills, trusts, superannuation and succession planning. Our team create holistic wills and estate plans matching the circumstances and objectives of our diverse clients. We often work closely with the financial advisers of our clients to ensure that wills and estate plans are comprehensive, financially viable, and tax effective.