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WILLS, ESTATE PLANNING & PROBATE

Nobody likes to think about it too much, but planning for the inevitable is key to a comfortable retirement. One day you will have to retire, or 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.  A successful plan provides for your retirement, and protects your family and the legacy you leave to younger generations.

Contact us to find out more or to arrange a consultation with an experienced estate planning lawyer at Peter R Purcell & Associates.

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Estate planning goes beyond drafting a will - it includes:

  • The assessment and protection of assets

  • The assessment of likely taxation

  • Advice regarding the possibility of claims against the estate by third parties 

  • Putting in place an enduring power of attorney and the appointment of medical treatment decision makers

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

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