WILLS, POWERS OF ATTORNEY & ESTATE PLANNING

Expert advice tailored to your situation, to ensure your wishes are met in the event of death or incapacity.

We take the time to understand our clients unique circumstances before we apply our detailed understanding of the law in relation to Wills, incapacity, trusts, business and investment structures, family law, asset protection, tax and superannuation.

We provide legal structures that allow for the successful management and ultimate transfer of our clients’ assets in a manner that ensures legal protection of family assets, is tax effective, and that minimises potential estate litigation.

Our specialists in estate planning can advise you on:

Asset Protection
Structuring the ownership of your assets and your inheritance can legally protect assets from potential creditors.
Will
A correctly structured Will can provide asset protection and taxation advantages for your beneficiaries. Does your Will do this?
Power of Attorney
You can grant someone the power to manage your legal and financial affairs if you are unable to do so.
Enduring Guardian
You can grant someone the power to make medical and lifestyle decisions for you if you are unable to do so.
Superannuation
Did you know your Superannuation is not automatically governed by your Will? We can assist with ensuring your Superannuation passes in accordance with your wishes.
Reducing Tax
No one wants to pay too much tax. Certain structures provide greater taxation benefits than others. Let us help you create the most beneficial structure for your circumstances.
Will Protection
Want to leave someone out of a Will? There are ways and means you can use to minimise their chances of making a successful claim.
Business Exit
A correctly structured business exit strategy can save thousands of dollars in tax.
Review
You may have an Estate Plan or just a Will but does it reflect your current circumstances and wishes?
Children’s Guardians
If something happens to you and your partner, a Guardian is required to look after your children. Will they know what to do?
Controlled Entities
Did you know assets held by external entities like companies, trusts and self-managed super funds may not be covered by your Will or Power of Attorney?

Our Estate Planning Solicitors

Recent News

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Domestic Abuse and Coercive Control: an alert for Solicitors, Guardians and Carers

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The law in NSW has evolved to improve a person’s autonomy and defend their decision-making rights. As a cognitive responsive law firm, Southern Waters Legal is at the forefront of responding to these changes, consistently looking for ways to support our client's decision-making as they age....

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