Estate Planning

What is estate planning?

Estate planning is about reviewing all estate and non-estate assets and putting in place a plan to ensure that the overall estate is distributed to the intended beneficiaries in the most efficient and
tax effective way possible.

Estate planning gives you control and certainty over the intergenerational transfer of your wealth.

An Estate Plan usually includes

  • A Will, often incorporating testamentary trusts
  • A strategy for the distribution of superannuation death benefit
  • A plan to ensure that family trusts and private companies can continue to be managed in accordance with your wishes
  • Review and consideration of life insurance
  • Plan for estate administration
  • Tax and asset protection planning
  • Powers of Attorney
  • Appointments of Enduring Guardian/Medical Powers of Attorney
  • A plan to minimise claims in the estate
  • Business succession plans and shareholders agreements
  • A Will, often incorporating testamentary trusts
  • A strategy for the distribution of superannuation death benefit
  • A plan to ensure that family trusts and private companies can continue to be managed in accordance with your wishes
  • Review and consideration of life insurance
  • Plan for estate administration
  • Tax and asset protection planning
  • Powers of Attorney
  • Appointments of Enduring Guardian/Medical Powers of Attorney
  • A plan to minimise claims in the estate
  • Business succession plans and shareholders agreements

Do you need an Estate Plan?

Estate planning is often required for individuals who:

  • Are remarried or live in a de facto relationship and have children from previous relationships
  • Are at risk of having their will or estate challenged
  • Have beneficiaries with particular needs are business owners
  • Have complex asset structures including foreign assets, family trusts, superannuation (including self-managed superannuation funds), life insurance and private companies.
  • Wish to avoid leaving complex situations for their families to resolve after they are gone.

Estate planning is often required for individuals who:

  • Are remarried or live in a de facto relationship and have children from previous relationships
  • Are at risk of having their will or estate challenged
  • Have beneficiaries with particular needs are business owners
  • Have complex asset structures including foreign assets, family trusts, superannuation (including self-managed superannuation funds), life insurance and private companies.
  • Wish to avoid leaving complex situations for their families to resolve after they are gone.

How Can We Help?

Our expert team can meet with you and prepare a tailored will estate plan to suit your circumstances and needs of your beneficiaries. We make the process simple and can attend at a location of your choice including your workplace or home.