It is surprising to learn that almost 50 per cent of Australians die without a valid will. This means that any assets owned by an individual when they die are distributed in accordance with a set formula rather than in accordance with their wishes.
A significant part of the overall wealth management process is to ensure that upon death, your wealth is passed on to who you want it to go to in an appropriate, tax effective and timely manner.
HLB Estate Services can assist you with:
- estate planning
- drafting of wills and other testamentary documents
- trust law
- intergenerational wealth transfer
- estate administration
- estate disputes.
Robert Monahan, a director of HLB Estate Services, has 38 years' experience in private client services, and is a Law Society Accredited Specialist in the areas of Wills and Estate law. He has authored a number of publications, including co-authoring 'Estate Planning – A Practical Guide for Estate and Financial Service Professionals'