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Wills & Estate Planning

Nobody 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 an experienced estate planning lawyer in Heidelberg.

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ASAP Lawyers are located in Heidelberg and offer a wide range of services for their clients. Our lawyers are dedicated to advancing the interests of our clients with the required skill, care and expertise.

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We place great importance on our long term relationships with our clients. Our biggest source of new clients is based on referrals from existing clients or from other professionals.

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Contact Us

  • Warringal Chambers, Suite 4/47 Burgundy Street, Heidelberg VICTORIA 3084
  • DX 98412 Heidelberg
  • PO Box 717, Heidelberg VICTORIA 3084
  • (03) 9450 9400
  • (03) 9450 9499
  • info@asaplawyers.com.au

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