Estate Lawyer Hills District, Wills & Powers Of Attorney
(02) 9688 6023
info@franklegal.com.au

Estate & Succession Planning

"Estate Planning is not just about you. It is about the people you love most."

What Is Estate Planning?

At Frank Legal, we recognise that careful consideration must be given to developing appropriate strategies in relation to the preservation, disposal and the passing on of assets to the next generation. We encourage clients to seek advice early in the process. This affords our clients the opportunity to maximise the use of safe, secure tax effective strategies. Estate planning is about more than just having a will. Often, we take it for granted that we will be able to make our own decisions in the future. But consider what would happen to your financial and personal affairs if you are in a car accident or develop a mental illness? The reality is that unexpected things happen in life and it is good to be prepared. This is important not just for yourselves, but to save the people you care about much difficulty, anxiety and expense.

How Is It Defined?

We adopt a holistic approach assisting you to acquire assets, secure assets and transfer your assets effectively, to your nominated beneficiary. This can be achieved by the appropriate use of:

  1. Wills
  2. Powers of Attorney
  3. Enduring Guardianship
  4. Testamentary Trust including disability trust;
  5. Succession Agreements
  6. Superannuation advice;
  7. Buy/Sell Agreements
  8. Self-Managed Superannuation Funds
  9. Binding Death Benefit nominations.

Having an estate plan ensures that your assets are protected and are transferred efficiently and cost effectively and without waste to your nominated beneficiaries. Estate planning also covers the following areas:

  • Probate and Letters of Administration
  • Estate disputes
  • Family provision disputes
  • Business succession planning
  • Trusts
  • Ownership Structures
  • Companies
  • Death/Incapacity
  • Business succession
  • Shareholder agreements
  • Partnership agreements
  • Limited Recourse Borrowing Arrangements
  • Licence Agreements
  • Loan/mortgages
  • Deeds of Indemnity
  • Leases.

 Who Needs To Be Concerned?

Everyone who is over the age of 18. Unexpected things happen in life and it is good to be prepared. This is important not just for yourselves, but to save the people you care about much difficulty, anxiety and expense.

 What Do I Do Next?

Contact us to arrange an appointment either in person, over the phone or via Skype to discuss your estate planning requirements. We will send you our brochure & questionnaire beforehand to ensure that the appointment is as productive as possible.

Estate Planning Sub Areas

Wills

Powers Of Attorney

Enduring Guardianship

Testamentary Trusts (Inc Disability Trusts)

Succession Agreements

SMSF/ Superannuation

Buy/Sell Agreements

Binding Death Nominations