Wills and Estate Planning Brisbane.
Do you want your most deserving people to get your assets when you die? Often they don't.
Here's how to leave on your terms.
Wills and Estate Planning Brisbane is a resource for Australian will makers, prepared by Tony Pereira, registered lawyer and Consulting Principal at Keypoint Law.
We believe it’s a “human right” to leave your hard-earned assets as you wish.
Start with the basics
Avoid these three common will and estate planning traps
Leaving a legacy begins with your wishes and a viable estate plan.
Unfortunately, three common traps render many people's estate plan unviable.
Here are the traps.
Trap 1: Thinking that all wills are the same
Not all wills are the same. A more 'sophisticated will' that transfers assets via special trusts leads to a superior result for most beneficiaries. Loved ones can miss out on asset protection benefits and tax concessions if you leave a simple will when more is needed.
Trap 2: Thinking you have the right to exclude someone from your will or leave them less
Even when you 'feel' justified in your decision, it doesn't work this way. Succession laws prescribe your eligible beneficiaries. And, the court decides who receives your estate assets along with how much they receive when a will is challenged.
Trap 3: Thinking your will takes care of everything
Many of us take it for granted that our will takes care of everything. It doesn't. Without all necessary documents, significant assets are often left in limbo. And, if you lose capacity, decision-making powers fall into the wrong hands.
If you want a 'viable' estate plan, download this eBook for more detail about the three traps and how to overcome them.
(14-minute read).
Someone is sitting in the shade today because someone planted a tree a long time ago
- WARREN BUFFET
Do you want your legacy to last longer?
There's no doubt recipients wholeheartedly appreciate even a modest inheritance, yet, it regularly slips through their fingers—an avoidable outcome.
To find out why and how to protect your legacy, increase its value and longevity, head over to our estate planning hub.
Or, get in touch, and we'll guide you through your discovery phase.
Prefer to skip the education ?
Get your Estate Planning Started
STEP 1
Schedule a free 20-minute consultation
Talk with us in an open discovery session and obtain a fixed fee estimate. If we are a good fit, we go from there.
STEP 2
Meet with us
Meet with us in person, by video conference or over the phone. We'll gather the information to understand your wishes and situation, for your customised estate plan.
STEP 3
We deliver, you sign
We deliver your legal documents, you sign , and we securely store them. We offer in office signing and carefully guided remote signing opportunities.
Are you putting off your estate planning?
Usually people delay their estate planning because of an underlying concern leaving loved ones with a mess and heartache at a time of grief. Are any of these concerns holding you back?
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Common Fear Of Legal Fees?
Don't let the common fear of legal fees block you. The idea is to only pay for what you need. It starts with a free 20-minute chat and a fixed-fee estimate with us. Our fees start at $400 plus GST for a simple will.
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Won't be dying anytime soon?
We had a client whose husband hadn't updated his will since the Vietnam war. She battled for the assets he'd left to his brothers during the war. It cost money and dragged on for months. Nobody knows when they'll pass away.
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Too hard due to complex relationships?
Complex relationships are a good reason to plan your estate. It's common for families to be blended or include addicted, angry, reckless, or estranged children.
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The small amount you have to leave doesn't warrant a proper plan?
There'll always be people with more or less than you. If you value your loved ones, you'll understand that even a small gift can impact their lives and hearts.
Don't delay for the sake of a concern. Schedule an appointment with an estate planning professional. It doesn't take long. With us you'll have a plan within two weeks (on average).
Thoughtful estate planning provides immediate peace of mind for you and comfort for your family long after you depart.
All correspondence
PO Box 101,
Fortitude Valley Qld 4006
Please note : if you do not use our PO Box address we will not receive your mail.
Contact us
Location
Level 6, 269 Wickham Street, Fortitude Valley, 4006 Queensland, Australia
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