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Life Planning
Life planning, also known as estate planning, is the vital process of safeguarding and managing your assets both during your lifetime and after your passing. At Sweetman Law, we specialise in crafting customised solutions to create a robust life and estate plan tailored to your specific needs and requirements. Whether you require a well-drafted will, or guidance on enduring powers of attorney, trusts, or relationship property agreements, our dedicated team will work closely with you to develop a comprehensive life plan that not only protects your assets but also secures a solid foundation for your future and the legacy you leave behind.
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We are passionate about working alongside you with your life planning needs and a Will is one of the most important documents you will sign as part of your life planning journey. It is very important, no matter what your situation, to have a current Will.
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An Enduring Power of Attorney (“EPA”) provides the power to appoint a person to “step into your shoes”. There are two types of EPA’s, one relating to your personal welfare and care (“Personal EPA”) and the other relating to your property (“Property EPA”). EPA’s are important to have in place as they provide for the eventuality that, if you were to lose your mental capacity, someone is appointed to assist with managing your property affairs and making decisions as to your welfare.
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Navigating the intricacies of Occupation Right Agreements when deciding to move into a retirement village can be daunting for you and your wider family, but with our expertise and guidance, you can make informed choices that align with your lifestyle and family goals.
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Moving into a rest home or residential care facility is a significant decision that often comes with financial implications. At Sweetman Law, we understand the complexities surrounding the costs and funding options involved in this process.
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As part of your life planning, we can work alongside you in determining the best way to protect your assets. This may be through a trust, property sharing agreements and/or through a ‘pre-nup’ depending on your situation.
