Parents of adult kids
This is a dedicated space for parents who have transitioned into the next stage of their parenting journey [hurray – you got them to adulthood!]
As your children grow older and build their own lives, it’s natural for your focus to shift. We understand that your priorities may include not only the well-being of your children (and grandchildren!) but also your own financial security, legacy planning, and intergenerational wealth transfer.
We’ve curated these resources to provide you with the guidance and support you need to navigate this important phase and leave a lasting impact on your family’s future.
When you’re ready tap on the ‘request a booking‘ tab to get started on your estate plan.
The Complete Estate Plan Guidebook
Are you ready to safeguard your legacy and ensure your loved ones are cared for? Introducing The Complete Estate Plan Guidebook!
‘The Complete Estate Plan Guidebook’ is for you if you want to:
take the overwhelm out of estate planning
know what documents you need to protect yourself and your loved ones
appoint the best suited people to control positions
step-by-step guide to sort your estate plan
This thorough guide walks you through every aspect of estate planning, offering essential insights to help you craft a personalised estate plan. Whether you’re navigating essential documents or initiating the process, this guidebook has you covered.
Begin your journey towards peace of mind and securing your legacy for future generations.
The information in this ebook is general information only and not legal advice.
Super Basic: the basics of superannuation
Do you feel like you missed out on the “superannuation 101” talk? You’re not alone! Superannuation is a crucial part of financial planning for everyone. In fact, it might just be one of the biggest assets you accumulate over your lifetime! That’s why it’s so important to understand how it works and what happens to it when you die.
This is for you if you want to:
take control of your super
know when you can access your super
know what happens to your super when you die
understand a death benefit nomination + why it’s essential for your loved ones
The information in this ebook is general information only and not legal advice.
How Does a Testamentary Discretionary Trust Work?
A testamentary discretionary trust is a trust that is established by a Will. This flyer explains how a testamentary discretionary trust works and why it can be a powerful strategy in your estate plan [hello, income flexibility and asset protection!]..
This is for you if you want to:
understand two different types of Wills
provide flexibility for loved ones in your estate plan
provide extra protections for loved ones in your estate plan
The information in this ebook is general information only and not legal advice.
Meet Jacqui
DIRECTOR + LAWYER
Hi there! I’m Jacqui, the Founding Director of Sun Wills & Estates. Apart from being a lawyer, I’m also a mum to two beautiful boys...