Wills & Estate Planning Specialists | Northern Beaches

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What is estate planning and why is it important?

Estate planning is the process of making plans (and formalising them) about what happens to you (your care and wellbeing) and your estate, in the event you become incapacitated or die.

When we talk about ‘your estate’, we mean everything you own; for example, real estate, vehicles, money in your bank account, furniture, investments, shares, life insurance and even personal possessions like jewellery or artwork.

It is important to make decisions yourself about what will happen to your assets when you die or who will manage your financial and care decisions if you become incapacitated and unable to make those decisions yourself.

At E&A Lawyers, our estate planning advice and assistance takes a holistic approach. We ensure you’re aware of all the processes and options available to you to give you peace of mind for the future.

Our key components of estate planning are:

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The simple way to get a Will: get peace of mind with a solicitor-drafted Will and other important documents. Ensure your loved ones are provided for, and have your Will prepared quickly and easily as possible.

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Learn about the key steps and timelines for dealing with a Deceased Estate including your role and obligations as executor, applying for a Grant of Probate, what to do if there is no Will and how we can help you.

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Blogs - Wills & Estate Planning

Managing a self-managed super fund if a trustee or director loses capacity

What if I lose capacity while Trustee of my Self-Managed Superannuation Fund (SMSF)?

21 December 2020

If a Trustee or Director of a corporate Trustee of a Self-Managed Superannuation Fund loses legal capacity to make decisions for themselves, then they will no longer be able to perform their duties as a Trustee or as a Trustee Director.

Are handwritten changes to a Will valid?

Handwritten and other informal changes to a Will

07 December 2020

It can be tempting to handwrite the changes a copy of the Will or even on the original, rather than going to the cost of writing a new Will. The issue is whether handwritten amendments to your Will are valid.

Leaving gifts or money to my grandchildren in my Will

How to leave money or gifts to your grandchildren in your Will

01 December 2020

There is certainly no problem in making a gift to grandchildren in your Will but there are a number of choices that need to be made, particularly where the grandchildren are young.

Tax changes for discretionary trusts NSW

Tax changes for Discretionary Trusts after 31 December 2020

12 October 2020

If your Discretionary Trust holds or acquires residential land in NSW after 31 December 2020 then your trust will be liable to surcharge duty and surcharge land tax if you do not amend your Trust Deed before 31 December 2020.