RetireLaw estate planning is a special legal service that provides clients with sophisticated Wills drafted to protect inheritances and reduce the tax liability of beneficiaries.
The Wills provide plain language guidance to the executor and beneficiaries on a range of matters to ensure an efficient, protected and tax effective distribution of the estate.
These special Wills also reduce the risks faced by beneficiaries and their inheritances such as costly disputes and seizure due to money problems, bankruptcy rulings and family court orders i.e. via divorce or relationship breakdown.
These benefits last 80 years!
Estate Planning also protect Willmakers during their lifetime via sophisticated Enduring Powers of Attorney and Appointments of Enduring Guardian documentation.
These documents ensure the right people are provided with directions regarding your finances and welfare should you be certified to have lost the capacity to make such decisions for yourself due to ilness or accident.
VIDEO MESSAGE FROM TIM or TERRY
Learn the truth! View tutorial below
If there is one thing you take away from this website it should be this video tutorial below. This tutorial shines a light on major issues you are unlikely to have even considered, but that you or your family will almost certainly face.
Estate Planning Checklist
Is it important to you that your beneficiaries...
Q: Don’t pay $1,000s to $100,000s in unnecessary income tax and capital gains tax?
Q: Don’t lose inheritances to divorce, relationship breakdown or family court decisions?
Q: Don’t lose their inheritances because of business failure or to creditors, addiction or bankruptcy?
Q: Don’t lose inheritances due to disputes that cost your estate up to $100,000 per day in court?
If you answered yes to any question then you need an Estate Planning Will from RetireLaw.
VIDEO MESSAGE FROM TIM or TERRY
Who Else Needs Estate Planning?
Anyone wanting special provisions dealing with
- Child Beneficiaries
- Vulnerable or Disabled Beneficiaries
- Inheritance Equity
- Family Trusts and Life Insurance Payouts
- An important Business Asset
to be included in their Will thus adding certainty and clarity to executors as to how to specifically deal with any of the above issues.
VIDEO MESSAGE FROM TERRY or DAWN
Initial Consultations Are Free
Clients wishing to proceed with the RetireLaw service then meet with either Terry Purcell or Dawn Wong once more to have their Wills and associated legal documents fully explained, legally signed and witnessed.
Free Ongoing Support
The only reasons that you will ever need to update your RetireLaw Wills are if you get divorced, or if your asset portfolio changes radically i.e. additional discretionary trusts.
However, an integral part of the RetireLaw Estate Planning Service is the provision of free ongoing support to help you ensure future legal and financial decisions are Estate Planning ‘friendly’, and do not compromise your long term plans.
Contact RetireLaw today
Dawn Wong & Terry Purcell of RetireLaw Pty Ltd
There is no cost to find out exactly what tailored legal strategy your estate plan needs to meet your wishes, circumstances and objectives.
(02) 8908 9700