Your Will, as part of a well-considered estate plan, is essential to ensure your assets pass to your intended beneficiaries at the

right time and in the most tax-effective manner.  

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This requires a thorough review and understanding of your unique personal affairs and your aims and wishes for your estate and your beneficiaries. For many of us, these are the most important and difficult decisions we will ever make.

Estate planning does not stop with your Will.  In order to achieve your objectives and to protect your estate, it may be necessary to use other instruments and strategies, such as enduring powers of attorney, discretionary trusts, testamentary trusts, letter of wishes, and death benefit nominations for the control and disposal of superannuation.  A thorough estate plan will take a holistic view of your personal and financial affairs so that a specific plan tailored to your aims and wishes can be designed.  

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Professional planning is essential, so we will therefore work in conjunction with your accountant and financial advisor to ensure these matters are addressed at an early stage.  With our assistance and our dedicated, personal and professional approach, you can be confident the future of your family will be protected to the greatest possible extent and your estate will be administered in a way that is clearly and easily understood by all parties.

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Our estate planning team also has experience in Attorney and Guardianship matters.

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