Shane McCarthy has extensive experience in advising clients as to their estate planning issues and preparing Wills and Powers of Attorney (‘financial and lifestyle’ and ‘medical’). There is a substantial retired population, and also a growing number of young families, on the Southern Peninsula. And these are two demographics that are particularly concerned with estate planning issues.
Estate planning is important to ensure you maximize the chances of your estate being distributed in accordance with your wishes, and for succession planning and business continuity. Having an effective Will is one aspect of estate planning, but other issues such as superannuation, trusts and the manner in which your property is held need careful consideration to avoid unwanted consequences.
Estate planning is also particularly important for blended families.