Wills
Writing a will is one of the most important tasks you can undertake to ensure that your wishes are carried out and your loved ones are provided for after you’re gone. At Beavis Morgan, we understand the significance of wills in safeguarding your assets, protecting your family, and preserving your legacy. Our dedicated team of experienced professionals is here to assist you with various types of wills, including personal wills, company wills, and wills-trusts, as well as provide comprehensive will reviews to ensure that your estate plan remains up to date.
Personal Wills
A personal will is a legal document that outlines how you want your assets to be distributed after your death. It allows you to specify beneficiaries, appoint guardians for minor children, and even express funeral wishes. Our team at Beavis Morgan will work closely with you to understand your unique circumstances and goals. We will then draft a personalised will that reflects your intentions, ensuring that your assets are distributed according to your wishes, minimising the potential for disputes or confusion
Company Wills & Business Succession
If you own a business, having a company will is crucial to ensure a smooth transition of ownership and management in the event of your incapacitation or passing. Our experienced professionals have extensive knowledge in business succession planning and will work closely with you to develop a comprehensive company will. We will help you address important considerations such as identifying successors, ensuring business continuity, and minimising tax implications. With our guidance, you can have peace of mind knowing that your business will be in capable hands and your legacy will be preserved.
Protective will flexible family trusts
Flexible family trusts offer a versatile and effective solution for estate planning and asset protection. These trusts provide a flexible structure that allows assets to be held and managed for the benefit of family members, while also offering tax planning advantages. By establishing a flexible family trust, individuals can ensure that their assets are protected and distributed according to their wishes. Beavis Morgan specialises in flexible family trusts, providing expertise and guidance to help you achieve your estate planning goals.
Trust Wills
Will-trusts are an effective tool for managing and distributing assets while providing ongoing protection and benefits to beneficiaries. A trust will can help you protect your assets, minimise estate taxes, and provide for the financial needs of loved ones over an extended period of time. Our skilled team at Beavis Morgan will assist you in establishing a trust that aligns with your specific objectives. We will ensure that your trust will is carefully crafted and legally sound, allowing for the efficient administration and distribution of your assets.
Will Reviews
Regularly reviewing your will is essential to ensure that it remains valid and accurately reflects your current wishes and circumstances. Life events such as marriage, divorce, the birth of a child, or acquiring significant assets can necessitate updates to your will. At Beavis Morgan, we offer complimentary comprehensive will review services. Our experts will carefully examine your existing will, identifying any gaps, inconsistencies, or outdated provisions. We will work closely with you to make necessary revisions or amendments, ensuring that your will remains up to date and in compliance with current laws and regulations.
How Beavis Morgan Can Help
At Beavis Morgan, we have a team of dedicated professionals with extensive experience in will writing and estate planning. We understand that every individual’s situation is unique, and we take a personalised approach to meet your specific needs. Our experts will provide you with comprehensive guidance, explaining complex legal concepts in a clear and concise manner. We will listen to your concerns, answer your questions, and work collaboratively to develop a customised estate plan that reflects your wishes, protects your assets, and minimises tax liabilities.
