We are here to help you with all your estate planning needs, from drafting your will to assisting you in administering your late loved ones estate. It is also very important to have a succession plan in place that makes the transition easy not only for yourself but also for your loved ones.

Estate Planning

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 result in a defence being lodged

For further information on our wills and estate services contact us on 02 9517 2300