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;
• if you are leaving children behind, Succession Planning is important to ensure they receive your estate.

Make an appointment today to come to our Townsville, Cairns or Ingham office to discuss your Estate.