We offer the service of safe-keeping of your Will and any other important documents in our Safe Custody System free of charge.
At MJO Legal we understand the importance of your time and money. We give you advice that is current and ensuring that your matter is dealt with quickly and in a professional manner saving you any unnecessary costs.
Wills
A Will is an important document dealing with all matters after your death.
In your Will you nominate a person or people to look after your affairs after you pass away. You also state who is to get your property and assets. If you have minor children you can also nominate someone to care for them after your death. You can also give directions as to burial or cremation and state you wishes in regard to the manner in which your funeral service is conducted.
A properly prepared Will ensures that your assets are dealt with in accordance with your wishes and is to reduce the risk of another person making a claim against your property.
You have worked hard for a lot of years to achieve the financial position you are now in. As a result it is, no doubt, important to you that you distribute your assets in accordance with your wishes. An up-to-date Will is essential.
Your Estate can be greatly effected by:
* Tax
* Challenges from interested parties
* The future divorce of your beneficiary children
* The future marriage of your surviving spouse
Estate Planning
At MJO Legal, we have the ability to minimise the taxation consequences on your beneficiaries and protect the assets of the Estate to remain in your line of family.
The other areas dealt with by our Estate Planning team include:
* managing the distribution of your superannuation on your death
* dealing with succession issues in your business
* minimising the risks of a successful claim against your estate
* balancing the needs of second families against the claims by first family members
Structuring your estate to manage the needs of disabled children or children with addictions or children employed in your business.
MJO Legal can help you by drafting your first or a new Will, Power of Attorney and Enduring Guardianship to more complex documents depending on your individual circumstances.
Power of Attorney, Appointment of Enduring Guardian
There is also a growing need to consider the situation of your own incapacity during your lifetime. In this situation a Power of Attorney and Appointment of Enduring Guardian can assist your family in dealing with your assets, liabilities and welfare during a time of need.
This is an important area of Law that is often overlooked, but should be given your full attention.
A Power of Attorney appoints the person you want to assist with the management of your documents, money and property during your lifetime and can be of assistance if you travel a lot or are unable, either temporarily or permanently, to manage your own affairs due to illness or accident.
A Power of Attorney ensures that if you are incapacitated, either temporarily or permanently, your money and property can be managed the way you want it by a trusted friend or relative in situations where you may be unable to do yourself due to an illness or accident.
An Appointment of Enduring Guardian ensures that while you are alive another person can make decisions regarding your health and where you might live should you be unable to care for yourself.
An Appointment of Enduring Guardian ensures that whilst you are alive another person chosen by you can make decisions regarding your health and personal needs during any time that you are unable to care for yourself and make those decisions for yourself and make those decisions for yourself.
Together these documents will give you peace of mind when you need it most. We can also help you to reduce the likelihood of disputes over your assets during your lifetime and after your death and prepare documents that direct those assets in accordance with your wishes.
Contact: Peter James
Phone: 02 6642 2044
Email: peter@mjolegal.com.au