Estate planning goes beyond drafting a will – 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 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
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.
In addition to wills and estate planning services we also offer:
- Business Succession Planning
- Power of Attorney & Guardianship
- Probate & Deceased Estates
- Contesting a Will
Contact us to find out more or to arrange an appointment to discuss your estate with one of our Seven Hills will lawyers.