TRELOAR & TRELOAR

Estate Planning

Most testators wish to achieve justice and family harmony by their Wills.  However, in more complicated cases there are other issues which need to be considered:

• Capital gains tax
• Ensuring that one or more beneficiaries receives a particular farming property, or a business, or particular investments
• The impact of an inheritance upon the Centrelink benefits received by a beneficiary
• Particular needs of a bankrupt, mentally incapable, or spendthrift beneficiaries
• How superannuation is to be distributed
• How the control of entities such as Family Trusts or Companies can be passed to the next generation
• How the financial welfare of the next generation can be protected  

There are many ways in which a Will can enhance the financial benefits to a beneficiary.

We provide individual and practical advice on all such matters so that by your Will you can do the best for your beneficiaries.