ESTATE PLANNING IS ABOUT MAPPING YOUR FUTURE 

Securing what you have and building what you need

It is a process that typically begins when a person purchases a property or asset of considerable value, or their life changes significantly, such as getting married, or separated.

Usually, it is part of the process involved in preparing your Will, and helps to ensure that what you have now is secure and then, when your assets are passed on to others following your death, the beneficiaries can truly benefit in the way you intended.

Think of it as a map for your life based on what you expect to happen for the rest of your life.

It is a plan that outlines what you need to have in place financially to maintain your current lifestyle, as well as how you would like to spend your retirement. It also incorporates your plans for your business, and how you would like things managed if they ever go awry, such as due to a divorce, separation or family dispute.

A good estate plan is flexible and responsive to your situation - it is never something set in stone.

Done well, it will evolve with your live - and the lives of those most important to you.

Our Estate Planning advice includes the expertise of  Business Law and Taxation Law specialists, who can help ensure your plans and wishes are executed in a way that is most beneficial, whilst still compliant with legal and regulatory requirements.

Our Estate Planning expertise spans several areas of law. This includes:

Click here to download more information about Estate Planning and our Specialist team.

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"Estate Planning is like a map, showing what you need to have in place financially to maintain your current lifestyle, as well as how you would like to spend your retirement."

Contact our Estate Planning Experts

Robert Cole

Robert Cole

Principal

PH: 03 5560 2000

Fiona Giblin

Fiona Giblin

Principal

PH: 03 5560 2000

Erol Chakir

Erol Chakir

Lawyer

PH: 03 5560 2000