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Estate Planning

Protecting your financial future.

 Estate planning is designed to protect and preserve your present and future financial circumstances. Everyone should have some form of an estate plan, whether you are single, married or have children.  

It involves much more than just planning to distribute your assets to certain people. A complete estate plan: 

  • Allows you to retain control of your assets

  • Determines who will make decisions on your behalf, should you become unable to in future

  • Protects the financial interests of your beneficiaries in future

Why Betar Lawyers?

Betar Lawyers has considerable expertise in all areas of estate planning, from creating a simple will to complex estate management and protection.

We work closely with your accountant and your financial advisor to devise the right strategy that protects you and your assets, making sure you clearly understand the implications of any decisions, so you have peace of mind.

We specialise in:

 

What estate planning involves

Estate planning removes any uncertainty over the value and distribution of your assets, maximising the value of your estate by reducing taxes and other expenses.

Guardians are often designated for minor children and beneficiaries under your Will, and in the case of your incapacity.

Estate planning typically involves: 

  • Preparation of a Will

  • Appointing an executor of the Will

  • Determining Powers of Attorney

  • Establishing a Guardian

  • Establishing a discretionary testamentary trust

Estate planning is especially useful if:

  • You have children and wish to provide for their welfare, education and advancement in life

  • You have considerable assets and your beneficiaries require the creation of more complex trusts within your will

  • You have vulnerable beneficiaries with special needs

  • You have investment or business structures that are complex and may include a family discretionary trust, a self-managed superannuation fund or a private company

  • You wish to minimise tax liability of your estate or your beneficiaries, for example via superannuation or testamentary trusts.

 

Estate Planning Fees

We will provide an honest and upfront fee estimate, so you know exactly how much your estate planning will cost, with full disclosure of fees and any expenses. All our work is backed by our Value Guarantee, our promise of exceptional service.

Plan your estate with Betar Lawyers

Contact us to talk about your estate planning needs +61 (0)2 9279 1100 or book a consultation below.