When you come to Duffy Lawyers for a Will, you have the opportunity to experience a thorough and holistic approach to life planning. We can help you to make a Will that matches your specific needs and those of your family. You can also choose to look at the things that are most important to you – your health, wealth and family – from a legal perspective.
Your Health
Do you want to ensure that a person who you know and trust will have authority to look after your affairs if you’re not able? For example, if unable, overseas, seriously ill or become incapacitated.
We can help you make an Enduring Power of Attorney which will allow your health, personal and financial affairs to be dealt with in the way that you wish. Without one, if you were to become temporarily or permanently unable to make decisions, the Public Trustee may make financial decisions for you for a scale fee, and health decisions are decided by your “Statutory Health Attorney”.
Also, you can clearly state what sort of medical treatment you do and do not want to receive
if you are seriously ill, by making an Advance Health Directive. You can also clearly set out your preference about organ donation and life sustaining medical treatment.
Your Wealth
If you have the foresight to get your finances in order with your accountant or financial planner, do not let it all go to waste in one unforeseen event. Many people plan for life’s stages, such as education, marriage and having children. But
sometimes it’s hard to imagine, let alone plan for other things happening, like death, serious injury, bankruptcy and divorce.
But it’s wise to plan for all possible eventualities. Engage Duffy Lawyers to ensure you are best placed to:
- accumulate assets in a tax effective manner
- protect your assets during your lifetime from
- the unexpected
- distribute your assets, upon your death, to
- the people you intend and in a tax effective
- manner
By working with your accountant or financial planner, Duffy Lawyers can help you to develop an asset strategy to provide you with the benefits of:
- asset protection
- tax minimisation
- succession planning
- protection of an inheritance against divorce
- and bankruptcy
Once a plan is in place, your mind can be at ease, and you are free to get on with the joys of life.
Your Family
Do you want to give your children’s guardian written directions as to how you wish them to look after your children? Do you want the trustee of your children’ s trust fund to understand how you would like the income and capital of the fund to be distributed?
We can help you prepare guidelines for your children’s guardian and/or financial trustee that set out your preferences as to education, extracurricular activities, overseas study and the like.
Experience to address the major decisions
Some people may avoid addressing their estate planning because their affairs seem complicated. Business interests, blended families, competing obligations to make provision for your spouse, children and future generations, can all seem overwhelming when you think about it.
It doesn’t have to be that way. Duffy Lawyers have extensive experience in dealing with these matters and can work with you to generate options to meet your particular requirements. Discussions can be facilitated with family or other interested parties where necessary to protect interests and preserve relationships.
Succession in life
Duffy Lawyers have vast experience in all commercial areas including the establishment and restructuring of businesses, corporations and trusts to assist with succession planning for retirement or the transfer of control of entities at the time of your choosing. Whatever your interests, it is important to have your individual wishes documented and carried out through the development of a thorough succession plan.
