Estate Planning Lawyers in the Sutherland Shire and Sydney

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• Protective Trusts and Special Disability Trusts

• Blended family solutions

• Enduring Powers of Attorney

• Appointments of Enduring Guardian

• Advising on the risk of estate claims and crafting appropriate strategies

• Tax effective strategies

• Estate planning for superannuation

• Reviewing family trusts to pass control on death

• Documents for incapacity (such as Enduring Powers of Attorney, Health Directives, etc.)

• Safe custody document storage

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Effective estate planning is essential, and should be undertaken by virtually everyone, particularly those with families or anyone who has been part of the workforce for a significant period. Estate Planning involves implementing strategies, procedures, and decisions now to safeguard your assets for yourself, your family, and your successors, ensuring that your estate is managed and distributed in line with your wishes for maximum benefit to your chosen beneficiaries.

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Your estate may comprise various assets such as financial holdings, life insurance, retirement funds, real estate, business interests, vehicles, personal belongings, and liabilities. Through an estate plan, you establish a roadmap for critical decisions concerning your health and assets.

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