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Estate Planning

"Outcomes achieved ... are the direct result of the timely diligence and expertise of you and your team"

Dear Justin,

Please accept our very appreciative thanks for your advice and representations. We are acutely aware that the outcomes achieved to date are the direct result of the timely diligence and expertise of you and your team in communicating with the other side and in acting in close concert with the formidable efforts of our mortgage broker.

Janet Haynes Colling  

Friday 29 April 2016

What is estate planning?

Estate planning is a holistic term used to cover advice regarding your present and future financial circumstances ensuring the best protection is given to the protection and preservation of your assets for future generations.

Betar Lawyers will work closely with you and your accountant and financial advisor to ensure we offer the best advice to protect you and your assets.

Estate planning is more than just making a plan to distribute certain assets to certain people. A complete estate plan will allow you to retain control of your assets and to determine who will make decisions on your behalf should you become unable to in the future. The most essential activity is to talk to a lawyer who can help out with all parts of estate planning.

Estate planning involves the process of anticipating and arranging for the disposal of your assets. The usual goal of estate planning is to eliminate uncertainties over the value and distribution of your assets and to maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in the case of incapacity.

Betar Lawyers have decades of experience and can service your needs for your:

  • Will
  • Testamentary Trusts
  • Powers of Attorney
  • Guardianship
  • Advanced Health Care Directives
  • Prenuptial Agreements (before a relationship)
  • Separation Agreements (when a relationship ends)
  • Contesting a Will
  • Probate & Estate Administration

These are incredibly important and useful documents and not only give you peace of mind for the future, but also to your family and loved ones.

Do I need Estate Planning?

Yes, everyone needs an estate plan.  Be it in its most simple form, to complex estate planning for present assets transferring in the most effective manner to future generations and providing them with layered protection from their own financial mistakes and broken relationships. …

How do I plan my estate?

Estate planning encompasses:

  • Preparation of a will
  • Appointing an executor of the will
  • Determining power of attorney
  • Establishing a discretionary testamentary trust

The following circumstances will usually require estate planning:

  • You have considerable assets and your beneficiaries require the creation of more complex trusts within your will
  • Vulnerable beneficiaries with special needs
  • Investment or business structures that are complex and may include a family discretionary trust, a self managed superannuation fund or a private company
  • If you wish to minimise tax liability of your estate or your beneficiaries, for example via superannuation or testamentary trusts.

Estate planning can be a complex process and we will work closely with you and your financial advisors to ensure the best possible strategy is in place for you and your family.

Benefits of Betar Lawyers Estate Planning Services

Betar Lawyers understands the varied needs for planning for a fulfilling retirement. We have the skills in a range of areas that can provide legal information and assistance that is clear and readily accessible.

  • Experts in all areas of estate planning
  • Many years of combined experience
  • Excellent communication, so you will always know what is going on

Estate Planning Fees

A detailed fee estimate is provided to you.  This gives you the peace of mind of knowing exactly what you will pay.

Our promise to you is to provide you with full disclosure of the costs and expenses.

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