Protect your assets and give the gift of increased wealth to the ones you love most.
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It is also possible for minor children and people lacking testamentary capacity to make statutory Wills or ‘court-authorised Wills’.
Statutory Wills are appropriate when:
Superannuation death benefits are often our second largest asset after the family home. Who do you want to receive your super? Certain beneficiary nominations provide greater taxation benefits than others. We can help you to minimise the tax payable on the receipt of your death benefits.
A Power of Attorney is a very important and powerful legal document that allows someone, known as your attorney, to make financial decisions on your behalf when you’re not able to or simply do not want to. You might have lost the capacity to manage your finances through old age, accident or illness. Alternatively, you may simply lead an extremely busy lifestyle and would prefer someone else to manage your financial and legal affairs on your behalf.
An essential legal document that appoints someone you trust to make medical, lifestyle and accommodation decisions on your behalf in the event of your incapacity.
A letter of wishes is a confidential document addressed to your executor and provides guidance in relation to managing your estate. It sets out your detailed wishes with respect to the guardianship of your minor children, your pets and your digital assets. It also specifies the people and organisations your executor needs to notify of your death including your banks, utility providers, clubs, subscription services (Netflix, Foxtel, etc), reward programs such as Qantas and Flybuys, your accountant, financial advisor and medical professionals.
Other entities you control, including companies, partnerships and trusts are often not covered by your Will. We can assist you with preparing appropriate succession documents to ensure that the people you want to take over these entities in the event of your death or incapacity are validly appointed.
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PO Box 569, Port Macquarie NSW 2444
PORT MACQUARIE
Level 1, 2 Horton Street, Port Macquarie NSW 2444
02 6583 4312