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Wills & Estate Planning

Melbourne Estate Planning LawyersNobody 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 a consultation with one of our lawyers in Alphington, Brunswick or at your home or office.

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Our Advantages

  • Fixed fees
  • New law approach
  • Collaborative & Flexible

Our Focus

  • Affordable fees
  • Deal with the Principal directly
  • Mobile appointments

Areas of Practice

  • Business & Commercial
  • Civil Disputes & Litigation
  • Wills & Estate Planning
  • Contesting a Will
  • Debt Recovery

Contact Us

  • 74a Lygon Street, Brunswick East VIC 3057
  • Tel: 03 8644 8241
  • Fax: 03 8677 7658
  • Mob: 0411 502 716
  • simon@catchpolelegal.com.au

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