Estate planning comprises planning how your wealth is to be owned, managed and preserved during your lifetime and how you want it distributed when you die.

You can increase the size of your estate by ensuring that it is passed onto your beneficiaries in the most financially efficient and tax effective way. This requires an understanding of complex rules, establishing and maintaining appropriate legal, family and investment structures and anticipating changes requiring corrective action.

Some people have more complicated lives than others in that they are a part of blended families or have beneficiaries with disabilities or special needs. They may also have children who are encountering marriage difficulties and do not wish to see their family wealth end up in the hands of an outsider.

Some people's wealth may also be at risk due to their profession or business activities in the event that they are not properly insured.

With a myriad of complex rules and regulations involving Bankruptcy, Taxation, Superannuation, Social Security and Succession and Family Law to consider, having anyone but an Accredited Specialist * assisting you with your planning can be disastrous. Why take the gamble? We can assist you and your financial planner and accountant with a range of issues in arriving at the perfect plan for you. Having just a simple will in most cases will not be enough.

We can assist you with: -

• Wills and Estate Administration;
• Testamentary Discretionary Trust Wills;
• Enduring Powers of Attorney;
• Advance Health Directives;
• Super Fund Binding Death Benefit Directions;
• Family Law Binding Financial Agreements;
• Family Trust Succession Agreements;
• Asset Protection Strategies
• Self Managed Superannuation

• standard fee $400
• mutual spouse $650

Wills - involving testamentary trusts (starting from)

• standard fee $1,100
• mutual spouse $1,650

Enduring Power of Attorney (short and long forms)

• standard fee $200
• mutual spouse $300

• standard fee $250
• mutual spouse $375

All prices exclude GST

Paul Radford
Succession Law Accredited Specialist

Jarrad Mobbs

*We are a member of the Estate Planning Specialist Network