Wills & Estate Planning

Altria'a probate lawyers in Sydney take to the time to under your needs in estate, wills, superannuation and power of attorney

Altria′s probate lawyers take time to understand your legal needs.

  • Talk to a probate lawyer

    Call (02) 9134-5851 to discuss your estate matters with a probate lawyer.

  • Book a free appointment

    Your initial consultation with our estate attorneys is completely no obligation.

  • Start your probate matter

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Wills & Estate Planning Fact Sheet

As expert probate and estate lawyers we advise clients on a range of matters to distribute wealth for their next of kin. At Altria, we provide advice you can understand, in a straightforward, clear and concise manner. This probate fact sheet provides an overview of the factors to consider if you are planning for the future of your family, including:

  • legal drafting of a Will and last testament
  • Power of Attorney
  • Enduring Guardianship, and
  • setting up a family trust

If you wish to discuss your probate matter further with an estate lawyer please contact us today.

Altria Lawyers probate wills and estate fact sheet

Probate fact sheet for wills, estate planning and Power of Attorney.

Specialist trust fund lawyers

Family trusts can reduce your tax liability

In Australia, setting up a family beneficiary trust with an estate lawyer is a useful financial tool to benefit your family as a whole, including lucrative tax advantages. Usually a family trust makes sense when individuals on high tax rates can offset against lower income family members, where there is a need for increased protection from creditors and ex-partners, and to pass down assets through future generations. A qualified estate lawyer such as Altria will ensure your trust is drawn up and managed correctly to avoid any tax implications.

Testamentary discretionary trusts protect your wealth

This type of trust is set up specifically for Wills once you have deceased. As opposed to granting gifts from your estate directly to recipients, you place the assets into the trust and appoint the recipients as beneficiaries. This poses tax benefits, as you could place a residential property into the trust and then this becomes an investment property for your beneficiaries to earn continued income from.

Talk to Altria’s experienced estate lawyers today about the benefits of setting up a trust for your family.

 

Power of Attorney and Enduring Guardianship

There may come a time in your life when you are unable to look after your own affairs, such as being incapacitated, mental decline or accident. You will need to consider those trusted individuals over the age of 18 who can act on your behalf as a way of insuring yours and your families future. It is wise to engage a lawyer to ensure the right limits are placed on any authority you grant.

Talk to Altria’s team today about securing your personal future.

 

Power of Attorney

Altria Law can help you draft a legal document that appoints and authorises an individual such as a family member or trusted friend to act on your behalf in the areas of property and financial management. You can choose this for a defined or indefinite period of time.

Enduring Guardianship

We can assist you appointment of a person(s) to cover the personal, lifestyle and health aspects of your life when you are incapable of doing so. They step in to decide where you will live and what medical or dental treatment you are to receive.

Get in touch with our estate attorneys

If you are wanting more information or are not ready to fill out our Case Starter please send us a message about your probate matter below.