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; and
• 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; and 
• The establishment of discretionary trusts.

Contact us for more information on estate planning or to arrange a consultation.

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