Estate Planning

Estate Planning


At LJ Hooker Settlements we understand that most people work hard to build their wealth in order to support and protect their family and loved ones. Now that you have settled on your home, why not take the right steps to protect this valuable asset and ensure it passes to the appropriate persons in the event of your death?

Unfortunately, around 50% of the Australian adult population dies without a valid will in place. It is therefore critical that you address your estate planning now as opposed to when it’s too late. Failing to do so can result in much heartache for family and loved ones, delays in giving them access to much needed funding and unnecessary additional legal fees that may diminish the value of your estate.

Here at LJ Hooker Settlements we recommend the services of Sam Pizzata from Resolution Wealth Partners in Nedlands . A comprehensive and strategic estate plan prepared by Resolution Wealth Partners will ensure that:

  • Your estate and non-estate assets pass to your intended beneficiaries
  • Your assets transition in a tax effective manner
  • Inheritances are protected from the claims of creditors and the family court
  • Guardians are appointed for your minor children
  • Vulnerable beneficiaries are appropriately protected
  • Suitable executors and attorneys are appointed to manage your affairs in the event of your death or loss of capacity.

Our offer to you…

As a valued client of LJ Hooker Settlements, Resolution Wealth Partners will provide you with a complimentary initial meeting to discuss your estate planning requirements. Upon the conclusion of this initial meeting s u m m e r s l e g a l will provide you with an estimate of the fees likely to be payable in the matter should you wish to instruct them to complete your estate planning.

If you would like to know more about the wills and estate planning service offered by Resolution Wealth Partners or would like to arrange a complimentary initial meeting, please contact Sam Pizzata, principal of Resolution Wealth Partners on 08 93891881 or email [email protected]

Another great service offered by LJ Hooker Settlements, because we’re all about you.

Limitation of liability and disclaimer

LJ Hooker Settlements is not a legal practice and does not have any expertise in Wills and Estate Planning. The information above is intended as a guide and source of general information only. No reader should act on any matter without first obtaining professional legal advice from a suitably qualified lawyer which takes into account their individual objectives, financial situation and needs.

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