Click to watch The Convenient Truth
Click to watch The Convenient Truth

What is Modern
Estate Planning?

RetireLaw Estate Planning Solicitors

Modern Estate Planning is much more than a simple Will. It is how expert estate planning solicitors protect and maximise inheritances for your loved ones.

WARNING! Simple Wills and Wills drafted by non-expert estate planning solicitors will not adequately protect and maximise your estate for your beneficiaries. Everyone with loved ones (spouses, partners, children, family, friends) and any assets (a home or investments or a business or some super etc) needs a modern estate planning Will – regardless of total wealth and personal circumstance. Why? Watch The Convenient Truth estate planning presentation!

Principal Solicitors Dawn Wong and Terry Purcell

 

‘Dawn and I are modern estate planning experts. It is all we do. We take the time to listen to you so that we understand your hopes, and your concerns for the personal and financial legacy that you wish to leave for your loved ones. Dawn and I do not provide simple 2-3 page Wills as a matter of principle. We only provide clients with modern estate planning Wills that deliver at a minimum asset protection, tax minimisation and dispute avoidance advantages via the use of beneficiary controlled testamentary trusts and other modern risk preventative estate planning measures.’

Terry Purcell, RetireLaw

Unsolicited client testimonial 11 October 2011

‘Fantastic process – to the point and concise. I wish more people were aware of the full benefits of doing estate planning verses a stock standard Will. It makes a difference. I think some people baulk at the cost, but seriously it will cost you and your family a lot more without it. In today’s world there isn’t a standard family – every family has issues and are different, which is why proper estate planning is required.’ More


Call and speak directly to Terry or Dawn today on 1300 584 782. Initial meetings are free. Flexible payment plan options available.

WE HAVE MOVED!

Please note that RetireLaw has moved to North Sydney!

New address: Level 2, 77 Pacific Highway North Sydney

Do you need modern Estate Planning?