Personal Financial Planning

Whilst often overlooked, estate planning and the preparation of a person’s Will and an appropriate Power of Attorney are fundamental aspects of personal financial planning.

Haney Lawyers has extensive experience in dealing with estate matters such as the administration of estates, obtaining probate, estate litigation and the provision of advice to beneficiaries and third parties regarding their entitlements. We offer a cost effective service in relation to the preparation and updating of Wills and Powers of Attorney and retain your documents in safe custody at no extra cost for additional peace of mind.

Why should you have a will?

It is important to have a properly drawn up Will because it allows you to choose who will receive your assets upon your death. It is the only way to ensure that your assets and property are distributed to the people you nominate (known as beneficiaries) rather than in accordance with arbitrary statutory rules. It is essential that both you and your spouse or partner have a Will. Some people wish to leave their assets to their spouse or partner and then, on the spouse’s or partner’s death, to their children or people whom they have chosen together. In order to ensure your wishes are carried out, both you and your spouse or partner need to make valid Wills.

Downloadable Fact Sheets

The Importance of a valid Will

Testamentary Trusts

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