Logo
  • Home
  • About Us
  • Services
    • Business & Commercial
    • Civil & Commercial Disputes & Litigation
    • Criminal Law
    • Discrimination Law
    • Divorce & Family Law
    • Intellectual Property Law
    • Property Law
    • Wills & Estate Planning
    • Workplace Relations Law
  • Peter Sheehan
  • Instant Conveyancing Quote
  • Useful Links
  • Contact Us

Wills & Estate Planning

January 1, 0001 by Zaliet

Wills lawyerNobody likes to think about it too much, but inevitably one day you will have to leave your business or farm, whether by selling up, retiring or leaving for health reasons.

It is very important to have a succession plan in place that makes the transition easy not only for yourself but also for your family or employees and minimises the chances of the business or farm having to be sold up when you leave

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.

Contact us to find out more or to arrange an appointment to discuss your estate with us.

Filed Under: Home Feature, Uncategorized

Phone: 1800 423 060

Online Enquiry

Our Location

Ground Floor 35 Cotham Road Kew 3101

Phone: 1800 423 060

Fax: (03) 8677 9413

Services

  • Business & Commercial
  • Civil & Commercial Disputes & Litigation
  • Criminal Law
  • Discrimination Law
  • Divorce & Family Law
  • Intellectual Property Law
  • Property Law
  • Wills & Estate Planning
  • Workplace Relations Law

Connect with us

Want to keep up with what's going on at the firm?
Follow us:

  • Email
  • Facebook

Copyright © 2020 · Privacy Policy
Created and hosted by LEAP · Log in