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Head and Heart Estate Planning- Team
Led by Principal Lawyer, Lucy Percy, Head and Heart Estate Planning is families wanting to take charge of their responsibilities to each other and their children; whether they be young like my little ones, or grown up like me!
If you’re looking for a plan tailored to the emotional and financial needs of modern families, to provide them with security and love after your or your partner’s death then our help and advice has been specifically designed for you.
Head and Heart Estate Planning is a service of the incorporated legal practice of Percy Legal Pty Ltd.
What our clients are saying:
“Lucy gently guided me through the Will making process. It is not something that I particularly wanted to do, but Lucy was encouraging and proactive. Her manner was professional, empathetic and supportive as she ensured I explored all issues thoroughly. Her explanations were clear and so I could easily understand complex issues. I feel a sense of contentment that I have completed what needs to be set in place as life progresses”
“I loved your videos of advice, and watched them more than once. The examples you gave of what other clients have done really helped us to understand our options”
HARD conversations are better had by YOU
We understand, the idea of sitting down together and deciding what life would look like for your children if one or both of you died is just too hard.
We can assure you that not having the conversation and putting in the planning work will only make things harder for your family if the worst were to happen. We have the wisdom and experience to hold your hand through your options.
There is no one better than you to make these decisions. It is a responsibility that you should not neglect or leave to someone else after your death.
Leaving a message will COMFORT them when you CAN’T
What if you died and your children and spouse never knew how much you loved them?
In a perfect world we would get to show our love over a lifetime, and demonstrate our family values by living a life that teaches our children by example.
What if you die without the opportunity to do these things? There is no substitute for time, but with our guidance, you can leave a message for your loved ones that will bring them comfort when they need it the most, from the person they want it from the most.
PROTECT their inheritance and give them the freedom to CARRY ON without you
It’s a balancing act, isn’t it: wanting your family to live a happy and easy life even if one of you dies, but also wanting your inheritance to be preserved for your own children.
Do you want freedom for the surviving parent to care for your children without having to worry about money? But you don’t want that money to be lost to your children’s step-parent, to business debt, or wasteful spending habits of the surviving parent?
A Testamentary Trust offers families the greatest way to protect wealth for future generations. Let us explain how it could benefit your family.
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