Wills & Estate Planning

Unfortunately, as much as we avoid thinking about it, it is vital we all have a legitimate succession plan that enables the transition easier not only for yourself but also for your family and loved ones.

Alongside drafting a customised will, our estate planning goes beyond drafting a will – as it includes:

• The assessment of assets
• The assessment of likely taxation
• Advice regarding the possibility of claims against the estate by third parties
• The protection of assets

Estate planning is also an active process of re-evaluating the estate when circumstances in life change, such as:

• Newly married couples or those divorcing
• A change to the family’s asset pool
• A change in working conditions such as the buying or selling of a business
• Changes to superannuation, insurance policies or taxation levels
• The establishment of discretionary trusts - and application of powers

A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations.

Further, through our special relationship with our key partners we can offer our clients access to a range of specialist financial advisory services to protect and prolong your hard earned assets.

Contact us on (02) 8971 8682 to discuss this sensitive matter in confidence and to explore the current wills and estates packages on offer.