Wills, Trusts, and Estate Planning Services
Tania brings extensive experience in the areas of Wills, Family Trusts, and estate planning - offering tailored advice to suit each client's unique circumstances. As laws around trusts and estate planning continue to evolve, we stay up to date so you can make informed decisions about protecting your assets and planning for the future.
Trusts
We create custom trust structures to suit your specific needs—whether for private family purposes or commercial use. Our advice considers factors such as:
- Asset protection
- Tax implications
- Relationship property considerations
- Eligibility for rest home subsidies
- Creditor protection
Wills
"A Will is an essential part of your estate planning. We make sure your Will is carefully aligned with any trust you have in place, ensuring both work together to reflect your wishes clearly."
We recommend reviewing your Will every five years or after key life events, including:
Entering or ending a marriage, civil union, or de facto relationship
The birth of a child
The death of a spouse or partner
Establishing a trust
Any major change in personal or financial circumstances
Tania will guide you through the process with clarity and care, ensuring your estate planning reflects your intentions and protects your loved ones.