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Wills and estates planning in Australia is the process of organising your legal and financial affairs so your assets are managed and distributed according to your wishes if you lose capacity or pass away.

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It typically involves preparing a Will, which sets out who receives your assets and who will act as your executor. It may also include appointing an Enduring Power of Attorney to manage your financial affairs if you cannot, and an Enduring Power of Guardianship or Advance Health Directive to make personal or medical decisions on your behalf.

 

Good estate planning can also address:

• Protecting assets for children or vulnerable beneficiaries

• Structuring testamentary trusts for tax effectiveness and asset protection

• Planning for superannuation death benefits

• Minimising the risk of disputes

• Ensuring business succession is properly arranged

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In short, estate planning provides clarity, reduces stress for your family, and helps prevent costly disputes after death.