ESTATE PLANNING

Estate Planning is the development and implementation of a strategy to pass assets to the beneficiaries, minimise tax, protect the assets, give certainty to the will maker and beneficiaries, avoid family provision claims and make sure you and your assets are looked after if you lose mental capacity. Estate planning is more than just an essential will.

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PROBATE

Probate is a document issued by the Supreme Court of WA that confirms the validity of the will and the appointment of the executor to look after the estate of the deceased will maker. Probate gives the executor the right to deal with assets such as real estate and bank account balances. Real estate cannot be transferred to beneficiaries unless probate is obtained.

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FAMILY LAW

We help clients to formalise their amicable divorce and property settlement. We also draft financial agreements also known as prenup agreements or postnup agreements. We advise you about the advantages and disadvantages of entering a financial agreement.The way we deliver legal advice to our clients is accessible, convenient and uncomplicated.

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TRUSTS

A trust is a legal relationship between the trustee of a trust and its beneficiaries. A discretionary trust also known as a family trust is a trust in which the number of shares for each beneficiary are not fixed by the settlor in the trust deed, but the income and capital are distributed at the discretion of the trustees. Discretionary trusts are used for asset protection and tax minimisation.

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