Here we provide you with a treasure-trove of resources to get your estate planning in order.
We start with some material covering the basic issues, and then delve into some of the more complex issues towards the end.
If you find all of this information overwhelming, and you just want us to sort it out for you, then call us now on 1300 654 590 and speak with one of our experienced and friendly lawyers.
An introduction to estate planning
Read these articles to get a grounding on the key issues you need to think about when getting your estate planning in order:
What happens if you can’t make decisions for yourself?
These articles are about documents you can put in place so people can make legal, financial, business and health decisions for you if you become incapacitated:
Why should you use ‘testamentary trusts’ in your Will?
Most people need to seriously consider using testamentary trusts in their Wills. This is because they help protect the assets you are giving to the next generation, as well as minimise tax:
Effective estate planning for blended families and step-children
Blended families present particular challenges for estate planning. But there are great strategies you can put in place to balance the legitimate interests of both your current partner and your kids from your previous relationship:
Dealing with your super when you die
More and more of our wealth is ending up in super. Making sure the right people end up with your super should you die before being able to use it all yourself is critical to a successful estate plan:
Some resources aimed at Self-Managed Super Funds (SMSFs)
Self-managed super funds are a great way to hold wealth in super – mainly because you get so much control. However, with this control comes responsibility, including making sure your super ends up where you intend if you are no longer around to control the fund:
Who will control your family trust when you die?
Family trusts are another great way to hold and protect family wealth, but you need to put in place a deliberate strategy to ensure that the control of your trust (and the underlying assets) passes to the right people:
Some other issues to think about
Here are some other resources that may be relevant to your situation, particularly if you are a farmer:
How to prepare for a meeting with us
When you have done a bit of reading and are ready to get on with it, here are a couple more issues to consider:
What is the next step?
Call us on 1300 654 590 and speak directly with one of our experienced and friendly lawyers.
We will help you understand what you need to do, and then guide you through the process.