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Estate Planning

What is Estate Planning?

Estate Planning is not just about having a Will. It involves the review, management and control of your personal, family and business affairs while you are alive and when you pass away. 

Estate Planning can be as simple as having a Will, but often involves powers of attorney, enduring guardianships and sometimes more.

A well-considered Estate Plan can cover your:

  • current lifestyle needs
  • your retirement plans
  • your business arrangements
  • your tax position
  • future critical events such as divorce
  • health scares and family disputes as well as ensuring your assets go exactly where you wish them to go.

We understand your unique circumstances and can help establish an estate plan that’s right for you.

Our dedicated Wills, probate and estate planning lawyers have a thorough knowledge of this potentially complex area. We can advise you on completing and updating a Will, preparing powers of attorney and enduring powers of guardianship, administration of a deceased estate, including superannuation and death benefits, and Will disputes.

Your Estate Plan can include:

  • 1. Financial support of:

    • Spouse
    • Children, other relatives
    • Charities

  • 2. Wealth accumulation for:

    • Lifestyle needs - both yours and your families
    • Retirement

  • 3. Asset protection structures designed to minimise:

    • Business risks such as financial failure, business partner disputes, business exit and business succession
    • Family risks such as divorce, dependants with drug or other addictions or disability
    • Tax minimisation

  • 4. Asset distribution strategies coordinating:

    • Business assets
    • Trust assets
    • Superannuation
    • Life (and other) insurance
    • Tax minimisation
    • Personal assets
    • Digital assets

Make an enquiry

If you have a question, want some more information or would just like to speak to someone, make an enquiry now and we’ll be in touch with you very soon.

Enquire now