Estate Planning Hub
Learn how to leave a longer lasting legacy
Get the critical knowledge and practical tips you can use to develop a legacy that lasts.
Here you'll find a series of short, accessible e-Books and blogs.
We suggest you start with the overview The Three Common Will and Estate Traps and Leave on Your Terms eBook for an overview of all critical areas. Then dive deeper into your greatest areas of concern.
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. Your loved ones could 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 in your will.
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 and how much they receive if your 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 the necessary documents, significant assets are 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).
Asset Protection For Loved Ones
Your loved ones don't have to receive an inheritance, only to watch it slip through their fingers or absorbed by a creditor, for no good reason.
Threats to inherited assets are commonplace and occur when beneficiaries least expect it..
For example;
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When a relationship splits up, and a beneficiary's estranged partner walks out with a big slice of the inheritance
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When a business fails, and the bank or landlord comes after a person's estate
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When an heir squanders their inheritance due to an impaired capacity or inability to manage money.
Learn how to derail common threats with in-built asset protection features in your will, download the e-Book of greatest the interest to you. (8-minute read).
Protect your beneficiary's inheritance from relationship split-ups
Protect your beneficiary's inheritance from relationship split-ups
Protect your beneficiary's inheritance from financial disaster
Protect your beneficiary's inheritance from their own reckless behaviours
Tax Savings For Loved Ones
Your loved ones don't have to pay unnecessary taxes when they need the comfort of your legacy the most. Concessions can amount to thousands of dollars each year and continue over many years.
The tax concessions can be life-changing and are specific to different family configurations and income splitting opportunities.
For example; When a person dies leaving a growing family and tough-times loom. The tax concessions impact the quality of surviving family members' lives.
Growing families aren't the only ones who can benefit. Tax benefits can also flow from a deceased grandparent to their grandchildren enhancing both the lives of a surviving spouse and future generations
Learn through the example that resembles your family group to understand how it works.
(8-minute read).
Example for willmakers with grown up children (with Children of their own)
Example for willmakers with grown up children (with Children of their own)
Example for will makers with partners, grown up children and grand children
Estate Challenges
Even when you 'feel' justified in your decision to exclude someone from your will or give them less of your estate, you ask for an estate challenge. In Queensland, 'family provisions' challenges are frequent and 74% successful according to 2015 QUT Research. Other steps are required to diminish the likelihood of a challenge or render a challenge futile.
Few people know exactly how their family will behave when they pass, money is up for grabs, and complex relationships exist in the group. Without careful estate planning steps, costly estate challenges ensue.
Typically the complex relationships to look out for are with;
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estranged children or those who've caused pain or anguish
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children from a previous marriage or step-children
children who've received financial help when their other siblings didn't
a primary caregiver, you consider worthy of more in the provisions made in your deceased estate.
a relatively recent spouse after the death of a spouse and parent of your children.
Learn how the law works and how to plan an estate that renders most challenges futile. (15-minute read).
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