Estate Planning

Proper estate planning involves many different considerations, such as:

  • Carefully reviewing all estate assets;
  • Carefully reviewing of all non-estate assets such as superannuation, life insurance and jointly held property;
  • Consideration of the circumstances of your intended beneficiaries, for example infant beneficiaries, beneficiaries with disabilities or special needs, or otherwise vulnerable beneficiaries such as alcoholics or gamblers;
  • Consideration of the impact of any family owned business, company or family trust.

Our lawyers can work in collaboration with your accountant or financial advisor to ensure your estate plan achieves your wishes in the most tax-effective manner.