Estate Planning

Effective Preparation for Transition of Assets

  • Check your Will does what you want it to do
  • Check that your directions in your Will can be carried out
  • Get your records in order
  • Get your Life Insurance policy documents in order – and other instructions too
  • Get your tax information in order – Cost data – difficult for others to verify
  • Consider Specific gifts and how those beneficiaries should get assistance in managing those assets
  • Consider School funding and testamentary trusts
  • Ensure your Will minimises Tax for your beneficiaries
  • Avoid a hefty workload for your executors
  • Ensure the transition for assts can occur without delays
  • Protect any large holdings during probate period
  • Get your assets listed in a schedule to ensure complete
  • Get your reference numbers and details uniform
  • Do have Enduring Power of Attorney and Medical Guardian in place and your wishes known to them

Advance Care Directive

An Advance Care Directive records your specific wishes about treatment that you would like to have in the event of life threatening illness or injury and any treatments you would refuse.

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Appointment of Enduring Guardian

An Enduring Guardian is someone you appoint at a time when you have capacity to make personal health or lifestyle decisions on your behalf should you lose the capacity to make them for yourself.

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The Application for Probate/Administration

How urgently must I start to get the affairs in order? Clearly the death of a partner/spouse or other close relative will affect all of us differently and no amount of advice that I give will help someone with the grieving process.

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Enduring Power of Attorney

A Power of Attorney is a formal appointment in the form of a Deed whereby one person (the Donor or Principal) gives to another (the Donee or Attorney) the right or authority to act as his or her agent.

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Case Studies

This case involved an elderly lady unable to speak English who gave a Power of Attorney to her son who then proceeded to borrow monies secured against her unencumbered residence at extortionate rates until of course there was default in repayment.

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