A Wealth of Advice

Estate Planning

Planning for the future 

A lifetime’s hard work, sacrifice and compromise is worth protecting. The last thing you need to have is the value of your work needlessly eroded. Here’s where an estate plan can help.

If you can’t make legal, financial or health decisions for any reason then it’s important to have someone you trust make those decisions for you. Having an Estate plan will allow them to make important decisions for you.

Having your assets passed to the people you want, when you want and in a way that considers important issues such as taxation and government benefits when you die, is another area that an estate plan can help. Estate planning is for you now and importantly, for your loved one’s future. It helps you to consider what is, and who are, really important to you.

An Anne Street Partners solicitor can work with other in-house experts such as our financial advisers and taxation specialists, to devise a comprehensive approach, leaving you with the confidence that if the worst were to happen, then your tailored estate plan will take effect.

A Plan of Action

An Anne Street Partners Legal solicitor will devise a comprehensive approach, that leaves you with confidence.

A Will – this sets out how you want your estate (your assets) to be distributed when you die. It helps provide a degree of certainty in cases where there can be blended families, step children, former spouses or ex-family members who could make a claim on your estate. You may choose to simply have all of your assets split evenly amongst your family or in some instances have one receive more than another. A Will can help you specify this.

A Power of Attorney –  is a legal agreement appointing someone you trust to make legal and financial decisions on your behalf if you can’t, or choose not to. You may be travelling and want them to help out for a period of time or it may be in case you fall seriously ill or become of unsound mind (here you will need an Enduring Power of Attorney) and they can then help with the day-to-day decisions, and the more important ones too.

A Medical Directive (Enduring Guardianship) – this enables you to appoint someone to make decisions about your health and lifestyle if you were ever incapacitated and unable to do so yourself. This may be about medication, rehabilitation choices or even your accommodation.

A Trust –  is a legal structure which helps preserve and protect assets for beneficiaries who may be infants, disabled or in need of some protection.

Our compassionate and experienced legal team will develop an Estate Plan that protects your legacy and gives you peace of mind

A Head Start

Starting your estate plan should be something you think about now regardless of your age or situation. It applies to everyone and it can give you peace of mind.

It can enable you to focus on what’s important to you – prompting you to think about what you would like to do with your finances for the future.

If you have children – it will help you make arrangements in case you are ever unable to care for them.

It will help you to decide –  which family members or charitable organisations should receive your assets and the proportions of these.

It can prompt you – to make arrangements regarding your superannuation in the event of your death.

Talk to us today about creating a comprehensive Estate Plan that’s designed to protect your legacy.

Fact Sheets

Arrange your complimentary 45 minute initial consultation today.

Hello, our site does not support internet explorer 7.

Please contact us on our free national number 135 444

Using an outdated browser makes your computer unsafe. Browse Happy is a way for you to find out what are the latest versions of the major browsers around. You can also learn about alternative browsers that may fit you even better than the one you are currently using. Click here