Willcraft Estate Planning in Osborne Park, Western Australia | Estate planning solicitor

Willcraft Estate Planning

Locality: Osborne Park, Western Australia

Phone: +61 8 9368 1337

Address: Suite 7, 24 Parkland Road 6017 Osborne Park, Western Australia, WA, Australia

Website: https://willcraft.com.au

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24.01.2022 Need to protect someone with a disability? A Special Disability Trust may apply.

24.01.2022 Friendship Friday - they might not be looked after if you don't have a will...

24.01.2022 Although it's something we like to not think about, choosing a guardian for your children if the worst were to happen is a very important decision. There are a few factors to take into consideration. Here are our top five things to consider. 1) Age of proposed guardian(s). 2) The frequency of contact children have with proposed guardians.... 3) Childrens wishes. 4) Values of guardians and if they will continue your parenting methods. 5) Location of guardians. Another thing to consider is that guardians do not have to be family members. Most people think family is the best way to go but that's not true in all situations. In addition, it is also important that you understand that a Will can be updated at any time to accommodate changes in the guardians circumstances and contributing factors. If guardianship is something you feel the need to research more, please visit our website at ( https://bit.ly/2uXYJmr ) or contact us on (08) 9368 1337 to speak about your options. #lawyersperth #perthsmallbusiness #willcraft

23.01.2022 Do you know what is the right choice for your situation?

23.01.2022 Did you know that you can stay at home (or at work) and we'll come to you - to help you with your wills and estates ? Send a message or give us a call and we'll get things going for you...

22.01.2022 Mutual Wills arise from mutual promises that you each make to the other. The promises are along the lines of We are making an agreement with each other that is binding on each of us and the assets within our joint estate. We further promise not to change our Will without prior reference to the other. Mutual Wills are not for everyone and should be given careful consideration. Courts will only enforce them if the Court is satisfied that the Will before the Court is indeed a ...Mutual Will. So why do we offer the Mutual Will option? Simply, we offer Mutual Wills because the option fits the estate planning requirements of some clients. Our clients are making joint decisions to provide for themselves and family, including taking out life insurance and contributing to superannuation. We take the view that those decisions and objectives should be respected. We have confidence in our skillset and processes to properly advise our clients. So, what do we need to do next? Just ask us. We are here to assist you, even with more complex estate planning issues. For further information contact our team on (08) 9368 1337 or visit our website at https://bit.ly/36fvEAo

22.01.2022 We understand that you have many things to prioritise but don't forget to make time for the things that matter...

21.01.2022 This is such a tragic story and it illustrates why it is so important to have a will prepared - especially when you are making changes in life - like having a baby . Please let us know if we can help get you prepared. https://www.9news.com.au//b8a5935c-fd01-4c3a-9127-9531c1c6

21.01.2022 Have you been made an executor of an estate? Not sure where to begin? We offer an Executor Assist program to guide you through.

20.01.2022 There's so much more to estate planning than just having a will written. We'll guide you through

19.01.2022 We're often asked how to be sure that your Will is still valid? Here's our response. If you're still unsure - give us a call or visit our website for more info on our packages willcraft.com.au

19.01.2022 Do you need a will? Your family need to be protected

19.01.2022 Is your pet going to be looked after when you can't anymore?

18.01.2022 There's never been a better time to update your Will. It's worthwhile for the peace-of-mind. Check out our packages at https://willcraft.com.au/packages/

18.01.2022 It's easier than you think to get this sorted and off your mind. See our 'peace of mind' packages at willcraft.com.au

17.01.2022 Although we have not mentioned much to do with COVID-19, we here at Willcraft would like to ensure our customers we are still open and available to provide our services during these difficult times. Abiding by government laws are at the forefront of our processes, with services now being provided by phone, zoom call or email. If meeting face-to-face is preferable, these meetings will maintain social distancing protocol with clients who wish to visit our office. If you require more information on any of our services, or how COVID-19 may impact you, please don't hesitate to contact us at Willcraft on (08) 9368 1337 or visit our website here at https://bit.ly/36ooCcg

17.01.2022 Peter Jones- Director, Paralegal With a long career in business, spanning over 25 years, Peter has various experience in running indoor sports centres and financial planning, much of which was self-employed. Having sold those businesses, Peter embarked on a new adventure buying Willcraft Estate Planning with his business partner Rohan in 2017. Peter also loves everything to do with sport, in particular the West Coast Eagles. ... Rohan Howard- Director, Paralegal With 30 years experience as a self-employed financial planner, Rohan and his business partner Peter, set about purchasing Willcraft in 2017. Rohan knows that clients need both help and encouragement in getting their Wills done, allowing himself and Peter to create a great service to make that happen. Rohan loves walking his dog at the beach and enjoys a good red wine. Want to meet more of our team? See our Willcraft family at https://bit.ly/399iYMk

17.01.2022 Many people today have a pet and rightly have concerns about their pets welfare in the event of their death. A pet trust can ensure the future wellbeing of a pet such as an amount of money may be set aside for welfare, care, veterinary fees etc. Example: Janice Smith is a widow and lives alone apart from the company of her 2 cats. She is very concerned about their care and welfare when she dies and wishes for her friend to look after them when she has gone. She calculates th...at the cats cost around $40 a week and that if they live a long and healthy life they have at least 10 years left. $40 per week x 52 weeks = $2080 x 10 years = $20,800 She also wishes to leave her friend $1,000 as a gift for looking after them and her friend can have the balance of the money when the cats pass on. If this is something you feel the need to include in your Will and would like to discuss further, please dont hesitate to contact Willcraft at (08) 9368 1337 or visit https://bit.ly/37wzUMQ for more information. #Willcraft

17.01.2022 Living Wills or Advance Health Directives - Want to have some control of decisions for your future? We can help you to get your wishes documented now.

16.01.2022 If your marital status changes so should your will

15.01.2022 Making a Will is not tempting fate... it's respect for those left behind

13.01.2022 Power of Attorney - Did You Know??

11.01.2022 When was the last time you got some expert advice? It might have been when you were buying a house or perhaps even a car. You might have needed some financial advice. You might have been trying to decide which school to send your children to, so you spoke to family and friends. The last time you went on holiday you may have got some advice on travel tips. You may have needed to get some electrical or plumbing work done so you sought advice from various sources.... Lets face it, we all need to get advice at some stage of our lives. Friends, family and workplace colleagues are always happy to convey their knowledge and advice, all in good heart. Thankfully most of it is good advice depending on their source and their knowledge. The problem nowadays in the DIY, Online, Information Everywhere age we live in. Theres lots of things you can now do yourself which 20 years ago you would have needed to get advice on, however legal advice is something you should trust the experts with. Thats where we come in. We desire more control over what happens to our things in the event of a catastrophe. We want peace of mind for ourselves and family if the unexpected happens. If you have the need for a Will, come seek advice from us. For more information please visit https://bit.ly/2F6nYob to see how we can help.

11.01.2022 It's imperative that you keep your Wills & Estate Plan in a safe place.

10.01.2022 When it comes to Wills, there is a lot of terminology involved. So we're here to make it simple. Every once in a while we will bust some law jargon, making the process of creating a Will much simpler for you. Today we will discuss the topic of 'Legal Capacity'. Legal Capacity can be defined as the state of an adult persons mind, decision-making process and health whereby the person is able to make decisions that deal with their own legal rights. The process can be complicated as there are many factors to consider. If Legal Capacity sounds like a topic you would like to discuss further, please contact Willcraft at (08) 9368 1337 or visit our website at https://bit.ly/36ooCcg

10.01.2022 Getting your Will sorted? This will help with the legal jargon so that you can understand what it's all about. https://willcraft.com.au/fact-sheet/jargon-buster/

09.01.2022 This is something you've been thinking about for a while now. See our article on what happens if you die without a Will https://willcraft.com.au/what-happens-when-you-die-intesta/. It can be a big mess. Time to prioritise your family and get your Will sorted out so that they're not burdened with it. We'll guide you through the process.

09.01.2022 When it comes to Wills, there is a lot of terminology involved. So, we're here to make it simple. Every once in a while, we will bust some law jargon, making the process of creating a Will much simpler for you. With this, were here to discuss the term Informal Will. An Informal Will is a Will that doesnt meet the formal requirements of the Wills Act. An example of this would be a Will that was incorrectly signed or witnessed, or even unsigned. The Supreme Court has the a...uthority to grant or not allow Probate on an Informal Will. For more information, dont hesitate to browse our website at https://bit.ly/36ooCcg #Willcraft

09.01.2022 Confused about what you could and should do with your estate planning? Contact our team of specialist in Wills and Estates.

08.01.2022 Such a sad story but an important one to be told. RIP Kate and thank you Emma for your vulnerability in telling this story. Emma says "I encourage people to consider making a will. It doesn’t matter how you should pass, what assets you possess, whether you have children or any of your personal circumstances. If you are over 18, you should have a will. It means that you nominate people to action your affairs and wishes." and goes a little way in reducing the pain of those left behind

08.01.2022 What is an Advanced Health Directive? An Advanced Health Directive is a document that contains your decisions about future treatment. Treatment includes medical, surgical and dental treatment and other health care. You can make an Advanced Health Directive in which you either provide consent, or refuse consent, to future treatment.... Why prepare an Advanced Health Directive? Some people, perhaps because of a personal experience, religious beliefs or advice from loved ones, feel it is important to specify the treatments they want, or do not want, to receive in the future. However, you dont have to prepare an Advanced Health Directive. Each person should decide whether completing an Advanced Health Directive is right for them or not. What if I dont make an Advanced Health Directive? If you have chosen not to make an Advanced Health Directive, a treatment decision will be made on your behalf if you are unable to make the treatment decision for yourself. The treatment decision will be made by (in the following order of priority) your Enduring Guardian (if you have appointed one), your Guardian (if one has been appointed for you), or by a person responsible for you (such as your spouse, parent, child, sibling or unpaid carer). Still not sure if an Advanced Health Directive is right for you? Please visit our website at https://bit.ly/2Ep79EL for more information.

07.01.2022 Some great advice in this video about Wills in WA . If you would like to know more, please get in touch or visit our website - you might find some answers here www.willcraft.com.au

07.01.2022 A considered person is generally a family member that has been left out of a deceased persons Will that normally would have been a rightful beneficiary of the deceaseds estate. Although you have a right to choose the people who will benefit from your estate after your death, it is important to be aware that there are occasions when a will can be challenged or contested. The people who can challenge a Will (eligible people) are usually:... The spouse of the deceased. A person with whom the deceased person was living in a de facto relationship. A child of the deceased person. A former wife or husband of the deceased person. A person, who was, at any particular time dependent on the deceased person. A grandchild of the deceased person who may have lost their own parent, or was, at that particular time or at any other time, a member of the household of which the deceased person was a member. A person with whom the deceased person was living in a close personal relationship at the time of the deceased persons death. When a Will is contested the Court has the power and can make orders that provision be made from the estate for the eligible persons maintenance, education and advancement in life. In any Court proceeding, the people making the claim must provide their eligibility. It is advisable to seek legal advice if you are considering these issues before drafting a will. For further information on the topic of considered and eligible people, please visit our website here at https://bit.ly/2VZfJ6Z #Willcraft

07.01.2022 Do you own a business - does the business own property? This can be a bit of an unknown that you need to be aware of when writing your will.

06.01.2022 What are the Benefits of a Children's Trust? Although a child may inherit a gift made in a will prior to the age of 18, many parents feel that it is better to have a trustee look after the money until a specific age has been attained. A childrens trust can be set up to give the trustees certain powers and discretions over in managing the money or assets for the benefit of nominated children. These powers and directions allow the trustee to apply income and capital for the ...benefit of named children usually for: 1) General Living [clothing spending money etc]; 2) Education schooling and training; sporting including club fees, training and equipment; life skills (such as driving lessons); and experience (clubs, travel + excursions). 3) Assist in acquiring a car, house, or setting up the house. Many parents want to control when their children receive their inheritance as they believe that it may be better for the child to reach a certain age when they are able to accept the responsibility of managing their own finances. Our childrens trust allows the Will maker to set the age when the child is to receive their inheritance. For further information contact our team on (08) 9368 1337 or visit our website at ( https://bit.ly/2Se8TbM ).

06.01.2022 Why do business owners need protection? As business owners, we often neglect putting our own house in order. You know what I mean; we are so busy working at our trade and our business we often skip some of the things that matter that will protect our business in the event of an unexpected passing.... Did you know that if you pass without a Will: Uncertainty prevails, and difficulties can arise. Long delays can occur with the disposal of and the distribution of the Estate, particularly the business. Dependents (widows, children, etc) can be left waiting lengthy periods for much needed money. When a sole director of a company dies without leaving a will the complications and distress can have an even greater impact. If this sounds like something that may be of concern to you, please dont hesitate to contact us at (08) 9368 1337 for more information on how Willcrafts services can help you.

03.01.2022 Special disability trusts allow you to feel that your loved one with a disability will remain supported after your passing.

02.01.2022 Acting as an executor can often be daunting for people, especially while coming to terms with the death of a loved one. There can be a variety of duties involved for an executor, including applying for probate, settling debts, finalising taxation and setting up estate accounts. Here at Willcraft, we understand the role that needs to be undertaken. Our Executor Assist service allows us to provide executors with as much or as little assistance as required. This process involv...es: An initial consultation to determine what needs to be done. A variety of services ranging from advice via telephone or email, to a fully assisted executor service. An agreement to a fixed fee plus expenses incurred. These may include Probate application or court fees. These will be discussed with you in advance of commencement of work. Why use our Executor Assist service? 1) Expertise- We are specialists and have a team of Solicitors to deliver exceptional levels of client care. 2) Independent Advice- Not all family relationships run smoothly, especially where money is involved, and we offer an impartial alternative. 3) Reassurance. Many people appoint an Executor who is of a similar age to themselves. As they grow older, so do their Executors whereas we will be here ready to act whenever we are needed. 4) Confidence. Our fully inclusive, fixed fee will be competitive and provide certainty without the threat of a ticking meter. 5) Stress relief. Probate can be a stressful and complex process. We take on this burden allowing your client to focus on more important issues. We offer this service for one straightforward reason; to be able to help clients when they need our support the most. For further information contact our team on (08) 9368 1337 or visit our website at https://bit.ly/2HQapL7 #Willcraft

02.01.2022 Power of Attorney - here's the A to your Q about appointing more than one attorney to manage your affairs. Need to get some help with these or other Estate Planning? Please get in touch - we'd be happy to assist #estateplanning #estate

01.01.2022 WHAT IS A DISCRETIONARY TESTAMENTARY TRUST? It is a trust created through your Will on your death to give your beneficiaries (the person(s) you leave gifts to) flexibility in dealing with the gift/s you give them. Briefly, you leave the gift/s in trust to be held by the trustee/s for the benefit of your nominated beneficiaries in accordance with your wishes as spelt out in your Will. Generally, under a discretionary testamentary trust:... The beneficiary is usually the trustee of their own trust (so they have control over their inheritance). A third party can be appointed trustee in place of or in addition to the beneficiary if necessary. For example, where the beneficiary is facing bankruptcy, matrimonial problems or has limited capacity to manage their own affairs. Usually few restrictions are placed on how the trustee can deal with the trust assets. The trustee (usually the beneficiary) will have total control unless restricted under the trust provisions. This flexibility is for tax purposes. If this sounds like something that could relate to you, please visit our website here (https://bit.ly/2uLqrT0) for more information.