This is a dedicated space for parents who have transitioned into the next stage of their parenting journey [hurray – you got them to adulthood!]
As your children grow older and build their own lives, it’s natural for your focus to shift. We understand that your priorities may include not only the well-being of your children (and grandchildren!) but also your own financial security, legacy planning, and intergenerational wealth transfer.
We’ve curated these resources to provide you with the guidance and support you need to navigate this important phase and leave a lasting impact on your family’s future.
When you’re ready tap on the ‘request a booking‘ tab to get started on your estate plan.
Safeguarding Your Future: The Crucial Role of an Enduring Power of Attorney in Later Life
As we journey through life, certain milestones demand attention and prompt us to consider future plans.
One such milestone occurs as children grow up and our focus shifts towards securing our own well-being and financial stability. It’s during this stage that an Enduring Power of Attorney becomes a vital component of your estate planning.
As you reach the later stages of life and see grown-up children building their own lives, it’s common to reflect on the legacy you will leave behind for our loved ones.
A testamentary discretionary trust (“TDT”) is a powerful tool that can play a significant role in preserving and transferring your hard-earned wealth to future generations. In this blog we guide you through the workings of a TDT and how it can be utilized as a powerful strategy in your estate plan.
Loved ones that need a little extra help
One of the beautiful truths in life is that we are all different. We all have our own quirks and complexities, and some of us need more financial guidance or protection than others. We can factor those needs into your estate plan. Comfort for you and protection for your loved ones.
Are you ready to secure your legacy and protect your loved ones? The Complete Estate Plan Guidebook is here to help! This comprehensive guide will take you through the ins and outs of estate planning, providing all the must-know information you need to create an estate plan that’s perfect for you. From understanding the key documents involved to taking the necessary steps to get started, this guidebook has got you covered.
Download now to start your journey towards peace of mind and ensure that your legacy is protected for generations to come.
The information in this ebook is general information only and not legal advice, or a substitute for professional counselling or medical advice.
A testamentary discretionary trust is a trust that is established by a Will. This flyer explains how a testamentary discretionary trust works and why it can be a powerful strategy in your estate plan [hello, income flexibility and asset protection!].
The information in this download is general information only and not legal advice.
If you’re ready to take control of your super, look no further than ‘Super Basic.’ This resource provides a detailed overview of everything you need to know about superannuation, including when you can access your super and what happens to it in the event of your death. You’ll also learn about the importance of a death benefit nomination, and why it’s essential for ensuring your loved ones are taken care of.
The information in this download is general information only and not legal advice.
Hi there! I’m Jacqui – lawyer, mum, and director of Sun Wills & Estates. As both a lawyer and mum, I’m passionate about providing holistic and compassionate estate planning services to families like yours.
I started Sun Wills & Estates because I saw the traditional law firm approach fall drastically short of providing the care and guidance needed by clients throughout their estate plan journey. When I became a mum it drove home that estate planning is more than just getting names and gifts down on paper. I believe that families need quality and compassionate guidance and support to create plans that not only nail the legals, but also set their kids and loved ones up for success.
The foundation of Sun Wills & Estates is a genuine commitment to prioritizing our clients and exceptional service. I firmly believe that estate planning is about more than just legalities and documents—it’s about providing peace of mind, comfort, and confidence that your wishes are meticulously documented and your loved ones’ needs are met. My purpose is to secure your family’s future and help you leave a meaningful legacy.
[The boring bits] By using our website you agree to our Terms and Conditions, and Privacy Policy
Liability limited by a Scheme approved under professional standards legislation. © Sun Wills & Estates Pty Ltd.
