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Protect what matters most with tax effective estate planning for your family
Too many families focus on creating wealth but forget to protect it—like building a house without a solid foundation. We believe most families want to leave a legacy of love from their wealth building, not a legal mess. And we're helping to make estate planning easy, approachable, and effective for Australian families.
AN AFFORDABLE APPROACH TO TAX EFFECTIVE ESTATE PLANNING
Your loved ones deserve more than just wealth; they deserve security, clarity, and care. Whether you want to protect your children, minimise taxes, or ensure your wishes are respected, we'll guide you step-by-step to ensure your estate plan is solid, so your family is cared for, and your wishes are honoured.
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WHAT YOU'LL GET WITH YOUR TAX EFFECTIVE ESTATE PLANNING
Testamentary Trust Wills: Protect your assets by ensuring they are distributed according to your wishes, with added protection for beneficiaries like young children or those that are vulnerable or facing financial challenges. Testamentary Trust Wills provide flexibility and tax advantages to ensure your legacy is preserved effectively.
Enduring Powers of Attorney: Appoint trusted individuals to make crucial decisions about your finances or healthcare if you are unable to do so. This ensures that your best interests are always safeguarded, even in times of unexpected challenges.
Guardianship Provision: If you have young children, appointing a guardian in your estate plan is crucial. Without it, the courts decide who looks after your kids, which may not align with your wishes. By naming a guardian, you choose someone you trust—someone who understands your values and will provide the stability your children need in a difficult time. This simple step secures their future and gives you peace of mind.
Customised Estate Planning: We help you manage your estate planning process, and you get the solutions to reflect your unique family situation and goals. Whether you have complex family dynamics, specific tax strategies, or special beneficiaries, we will help you to create an estate plan that delivers exactly what you intend for your loved ones.
✔︎ Get These
1. Control Over Assets:
Decide who gets what and avoid unintended consequences, like assets going to an estranged family member.
2. Minimise Taxes:
Testamentary Trust Wills allow for income splitting, reducing the tax burden for your heirs.
3. Protection for Vulnerable Family:
Appoint a trusted guardian for children or set up trusts for beneficiaries with special needs.
4. Legal Clarity:
Clear instructions help prevent family conflicts and long, costly court battles.
5. Peace of Mind:
You know your loved ones will be taken care of and that your wishes will be respected.
❌ Avoid These
1. Court-Appointed Decisions:
The court will decide guardians for your children and how assets are distributed, possibly against your wishes.
2. Tax Liabilities:
Without proper estate planning, beneficiaries may face higher tax bills, reducing the overall value of their inheritance.
3. Unintended Beneficiaries:
Assets could go to an ex-spouse or distant relatives if there’s no clear plan.
4. Family Disputes:
Ambiguous or missing instructions often lead to conflicts, legal disputes, and fractured family relationships.
5. Stress and Delays:
Without an estate plan, probate can be lengthy and stressful for loved ones during an already challenging time.
WHY CHOOSE US TO HELP YOU
We understand that estate planning can feel overwhelming. That's why we use plain language and simple processes to help take care of all the steps, so you get your estate planning in place easily.
By working with Network Family Office, you’ll get a team with years of professional experience helping you. Our team will provide clear, jargon-free support ensuring you feel comfortable and confident throughout the process.
Our goal is to help you receive an estate plan that will stand the test of time and make things easier for your loved ones when you pass - and not leave them with an expensive legal mess.
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SEGUROS E GESTÃO DE RISCOS
SEGUROS E GESTÃO DE RISCOS
$1,995*
Normal Value
$3,750
✔︎ Mirror TT Wills
✔︎ 2x EPOA (Financial)
✔︎ 2x EPOA (Medical)
* Price includes GST
SEGUROS E GESTÃO DE RISCOS
$1,495*
Normal Value
$2,750
✔︎ Single TT Will
✔︎ 1x EPOA (Financial)
✔︎ 1x EPOA (Medical)
* Price includes GST
Here’s what’s included:
✔︎ Testamentary Trust Wills & Enduring Powers of Attorney
✔︎ Documents completed by a qualified estate planning lawyer
✔︎ Law firm letter confirming the authored documents
✔︎ You have a direct client relationship with the law firm
✔︎ Electronic delivery of estate planning documents
✔︎ Detailed document signing instructions
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Frequently Asked Questions
What is a Testamentary Trust and why should I consider one?
A Testamentary Trust is a trust created as part of your Will, which takes effect after you pass away. It helps protect assets, provides tax benefits, and ensures your beneficiaries receive their inheritance in a managed way. It’s especially useful if you have young children, vulnerable dependents, or complex family dynamics.
How do Testamentary Trusts help with taxes?
Testamentary Trusts can distribute income to beneficiaries who are in lower tax brackets, which can significantly reduce the overall tax burden. This income-splitting benefit means that instead of one beneficiary paying a high tax rate, income is allocated in a way that takes advantage of lower tax rates where possible.
What are the roles of Executors and Trustees, and how do they differ?
Executors are responsible for ensuring that your wishes are carried out after you pass away. They administer your estate, paying off debts and distributing assets. Trustees, on the other hand, manage the Testamentary Trust, ensuring assets are looked after and distributed to beneficiaries according to your wishes. Executors' roles typically end once assets are distributed, whereas Trustees may continue to manage assets for many years.
How does Network Family Office help with estate planning updates?
At Network Family Office, we make keeping your estate plan updated easy. Life changes—marriages, divorces, new children—often require updates to your documents. We assist with collecting all necessary information and arranging for regular reviews as part of your overall planning, so your Will & Enduring Powers of Attorney always stay current and compliant, giving you peace of mind.
Why do I need Enduring Powers of Attorney?
Enduring Powers of Attorney (EPOA) are crucial to ensure that if you become incapacitated, trusted individuals can make financial or medical decisions for you. Without a EPOA, your loved ones may need to apply to the court for permission, which can be a lengthy and stressful process.
Can a Testamentary Trust Will help protect assets in a blended family situation?
Yes, Testamentary Trust Wills are highly useful for blended families. They allow you to specify exactly how assets are distributed, ensuring both your current partner and children from previous relationships are fairly provided for. This prevents disputes and ensures that everyone’s interests are looked after.
How does the estate administration process work?
When someone passes away, their executor steps in to manage their estate. This includes identifying your assets and collating your overall asset information, paying any outstanding debts, and distributing remaining assets according to the Will. Having a clear estate plan helps ensure this process is straightforward and reduces the risk of disputes.
What are the benefits of having regular reviews for my estate plan?
Regular reviews ensure that your estate plan always reflects your current situation and wishes. Changes in your family, financial status, or even the law can impact your estate plan. Network Family Office can assist clients with regular reviews to keep everything up to date, reducing the risk of outdated provisions causing issues for your loved ones.
What happens if I don’t have an estate plan?
If you don’t have an estate plan, your assets will be distributed according to state laws, which remove your control and may not align with your wishes. This can lead to delays, additional costs, family stress and conflicts. Estate planning gives you control and ensures your loved ones are provided for in the way you choose.
How does Network Family Office simplify the estate planning process?
We take the stress out of estate planning by managing the process from start to finish. We collect all the required information, liaise with the qualified estate planning lawyer on your behalf and who will prepare your Wills and EPOA’s. Our goal is to make sure the process is convenient and easy for you, while ensuring your wishes are clearly outlined and protected.