Our wills and estate planning lawyers will take the time to ensure that when the time comes, your final wishes can be carried out quickly and efficiently.
Death and taxes – it is often said that these are the two certainties in life. Having a proper Will in place can ensure that, when the inevitable happens, your assets are passed quickly, efficiently, and tax effectively to your intended beneficiaries.
Robertson Hyetts can help, whether you are:
- Contemplating a straightforward Will after buying your first home
- Shaping a life together after meeting that special someone
- Worrying about the best way to provide for your family
- Wanting to leave a little bit extra to help your grandchildren on their way
- Planning a strategic transfer of ownership and control of your wealth
We understand that everyone has different needs. We have helped people from all walks of life achieve their estate planning goals. Each member of our team is knowledgeable and experienced, and will take the time to listen to your needs and provide you with advice in clear, easy to understand language.
What is the process for preparing a will?
There are a number of criteria prescribed by the legislation that must be met in order for a Will to be considered valid and legal. And, even when the Will is valid, there may be possible legal issues or tax implications as a result of a badly worded or confusing Will, so it is always a good idea to seek professional advice when preparing your Will.
Powers of Attorney
Having the appropriate Powers of Attorney in place allows your wishes to be carried out on your behalf during your lifetime. They are an important part of the estate planning process, and should not be overlooked.
Don’t leave things to chance – ensure that you are empowering the right people to make the right decisions for you.
We have a list of comprehensive articles to help you wrap your head around what it means to have Power of Attorney:
- Enduring Powers of Attorney – FAQs and Myth-busting!
- Enduring Powers of Attorney
- New Powers of Attorney Legislation
- The Importance of Wills and Powers of Attorney
We start with what you want to achieve. We can then give you advice about the best way to achieve your goals, and the taxation, pension eligibility, and asset protection consequences of doing so. We take the time to understand your family dynamics, and if there are current sensitives, or issues which might arise at a later date, we can help you address them to obtain the best possible outcome.
- Wills and Powers of Attorney
- Complex estate planning strategies, including discretionary testamentary trusts, protective trusts, capital-preserved trusts, and life interests
- Business succession planning
- Self Managed Superannuation Funds – establishment and management (including purchase of real property and borrowing within superannuation)
Many thanks to Vesna for all your help over the past few months with the documents and also Mum’s estate. It’s been great knowing all our legal things have been so efficiently taken care of in such a professional and friendly way.
Many thanks to Vesna for all the assistance you have provided to me in relation to the Estate of my husband.
I appreciated that Vesna was always helpful, quick to respond and thoughtful. Her efficiency made things much easier for me.
For legal advice that protects your interests phone now for an appointment: Bendigo 03 5434 6666; Castlemaine 03 5472 1588 or Melbourne by appointment.
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