Taking the time to make an effective, legally valid will is one of the most important things you can do to protect your family from unnecessary stress and cost after you’re gone and to ensure they will be looked after. Everyone over 18 who has assets in their own name (or superannuation with associated insurance death benefits) should make a will to provide for their loved ones and to ensure a smooth transfer of those assets to the people of their choice.
Katrina has years of experience in advising on estate planning and preparing wills, from the simple to the very complex. Her background in commercial and taxation law gives her the knowledge to understand commercial structures and to plan for the transfer of those assets through your will to achieve your intended outcomes. Katrina understands when and why to include testamentary trusts, superannuation proceeds trusts and other types of trusts in your will, and how to make them flexible to your particular circumstances. Where necessary and appropriate, we work together with your accountant and financial planner to ensure your estate plan is effective and appropriate for your circumstances.
At the same time as considering your will, we strongly recommend that you also put in place plans for any future incapacity through preparation of a power of attorney and an advance care directive . This will ensure that if you somehow become unable to make decisions about your finances, your medical treatment or living arrangements, then the person or persons who you trust to make these decisions can do so quickly, simply and cost effectively.
Katrina has the knowledge, experience and skills to help you in all areas of wills and estate planning.
Contact us to find out more or to arrange for a home visit with Katrina.
At Wills Direct we can: