Expert Estate Planning – Protect Your Family and Your Assets!

Why do you need a Will?

Your Will is a very powerful document that takes effect after you die.

  • It controls ALL of your hard-earned personally owned assets accumulated over your lifetime.
  • It ensures that your family is properly taken care of after you die.

In fact, your Will is the most important document you will ever sign!!!

Why a “Cheap” or “Simple” Will may be the Most Expensive Mistake You Will Ever Make!

A cheap “do-it-yourself” Will or a “simple” Will from a non-specialist lawyer has huge disadvantages, such as:

  • If your Will leaves everything to your surviving spouse and they get re-married and later get divorced, all of your hard-earned assets may be lost to their ex-spouse!
  • If you are married and in business or a profession and you carefully put all your assets in the name of your non-working spouse to protect them from a claim against you, then if your spouse dies before you do, their “simple” Will puts all those assets straight back into YOUR name personally – and may be lost in the event of a successful claim against you!
  • By giving your assets directly into the names of your beneficiaries, they will be taxed on any income earned at their marginal tax rates of up to 45% – and lose special tax concessions that could have saved them many thousands of dollars in tax – EVERY YEAR for up to EIGHTY YEARS after your death!

What Makes A WillWorks® SmartWill™ Different?

By contrast, a WillWorks® SmartWill™ with specially tailored Testamentary Trusts can help you preserve, protect and pass on your hard-earned wealth to your future generations in order to:

  • Keep control of your wealth within your own family;
  • Protect your family’s inheritances from lawsuits and divorce;
  • Ensure that your children with special needs will be properly cared for;
  • Look after your second spouse whilst preserving the inheritances of your children with your first spouse; and
  • Enable your family to legally save thousands of dollars of tax – EVERY YEAR for up to EIGHTY YEARS after your death! (or even longer in Qld and SA).

Now that’s smart!

For more information about how a WillWorks® SmartWill™ can benefit you, please contact us to discuss your needs.

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