Level 10,
15 Adelaide Street
Brisbane Qld 4000

PO Box 12016
George Street
Brisbane Qld 4003

Ph: (07) 3210 1833
Fax: (07) 3210 2411

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Wills, Estate Planning & Administration

“In this world nothing can be said to be certain except death and taxes,” Benjamin Franklin wrote to a friend in 1789.

A well considered estate plan should be reviewed at least every five years, and immediately where an important aspect of a person's life changes. It should typically include;

• Suitability of powers of attorney, whether of the standard ‘lapsing type’ or of the  ‘enduring’ type, which continues where an individual loses capacity 
• suitability of an ‘Advanced Health Directive’, which permit an individual to give guidance as to the types of life preserving medical procedures that may be administered 
• superannuation arrangements, which might include arrangements to allow the fund to continue operating in the preferential tax environment past one's death 
• a family trust 
• the contents of Wills 
• whether a long-term "testamentary trust" should be included in a will for long-term management of a beneficiaries entitlements

Maunsell Pennington carefully review individual circumstances to tailor the optimal estate plan for the client.