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Protecting Your Wealth and Legacy. Your Specialist Lawyers in Granville, Merrylands and Western Sydney
Estate planning is more than just writing a will, it’s about making sure your assets are protected, your wishes are clear, and your loved ones are cared for when you’re no longer here. At Fred Kalouche & Associates, we help you create a legally sound plan tailored to your circumstances, ensuring your estate is distributed exactly as you intend, while minimising disputes and tax implications.
We work with individuals, families, and business owners across NSW to develop comprehensive estate plans that provide peace of mind.
Why Estate Planning is Essential
Without a proper estate plan, your assets may not be distributed according to your wishes, and your loved ones could face unnecessary stress, delays, and legal costs. Effective estate planning can:
• Ensure your assets are passed on to the right people
• Protect vulnerable beneficiaries (e.g., young children or dependents with disabilities)
• Minimise potential disputes between family members
• Reduce tax liabilities and administrative delays
• Appoint trusted decision-makers if you become incapacitated
For more information on the importance of estate planning, visit the NSW Trustee & Guardian – Estate Planning.
Our Estate Planning Services
Our legal team can help you prepare and review:
• Wills – setting out your final wishes clearly and legally
• Powers of Attorney – appointing someone to manage your financial affairs if you can’t
• Enduring Guardianships – nominating a trusted person to make health and lifestyle decisions on your behalf
• Testamentary Trusts – providing asset protection and tax benefits for your beneficiaries
• Business Succession Planning – ensuring a smooth transition for family or business assets
The Estate Planning Process
(1) Initial Consultation: We meet with you to understand your assets, family situation, and goals.
(2)Tailored Advice:We recommend the best combination of legal documents for your needs.
(3) Drafting & Execution: We prepare your documents and ensure they are properly signed and witnessed.
(4) Review & Update: We encourage you to review your plan every few years or after major life changes.
Frequently Asked Questions About Estate Planning
Is a will enough for estate planning?
Not always. While a will sets out your wishes for asset distribution, a complete estate plan may also include powers of attorney, enduring guardianship, and trusts to cover financial, medical, and legal matters during your lifetime.
When should I update my estate plan?
You should review your estate plan every few years or after major life changes such as marriage, divorce, having children, buying property, or starting a business.
Do I need a lawyer for estate planning?
Yes, it’s highly recommended. DIY templates can lead to legal errors and disputes. A lawyer ensures your documents meet NSW legal requirements and accurately reflect your wishes.
What happens if I die without a will in NSW?
If you die without a will (intestate), your estate is distributed according to the NSW intestacy laws, which may not align with your personal wishes.
Fred Kalouche & Associates
Looking for a Reliable Dedicated Professional Results-Driven Partner?
Legal challenges can be overwhelming, but you don’t have to face them alone. At Fred Kalouche & Associates, we take the time to listen, understand your situation, and guide you with clarity, compassion, and confidence.
Your peace of mind matters. Let us help you take the next step forward.