Our Services
Strategy
Every effective estate plan begins with a clear strategy. We take the time to understand your personal objectives, family circumstances, and asset structures to develop a tailored plan that protects your wealth and achieves your long-term goals.
Asset Protection & Dispute Prevention
Protecting your assets and minimising the risk of future disputes are key elements of effective estate planning. We identify potential risks within your current structures, implement preventative strategies, and provide advice, as well as assisting in estate and probate disputes.
Testamentary & Family Trusts
Trusts can provide flexibility, asset protection, and tax-effective outcomes for your beneficiaries. We advise on and establish testamentary and family trusts that are tailored to your family's circumstances and future needs.
Special Disability Trusts
Every effective estate plan begins with a clear strategy. We take the time to understand your personal objectives, family circumstances, and asset structures to develop a tailored plan that protects your wealth and achieves your long-term goals.
Wills & Powers of Attorney
A well-prepared Will and appropriate powers of attorney are the foundation of every estate plan. We provide practical advice and prepare documents that ensure your wishes are respected and trusted people can make decisions on your behalf if needed.
Probate & Deceased Estates
Administering an estate can be complex during an already difficult time. We guide executors and beneficiaries through the probate process, assist with estate administration, and provide advice on estate disputes and challenges.
Superannuation & SMSFs
Superannuation is an important part of many estate plans. Particularly through SMSFs, a highly tax-effective structure that also offers significant asset protection benefits when established and managed appropriately.
Tax Considerations
Tax can have a significant impact on the value of your estate, structuring and your succession plans. We work closely with your accountant and financial adviser to identify tax implications and implement practical, tax-effective strategies for estate planning, business succession, and asset structuring.
Want to get in touch?
The trusted team at Estate Planning Equation – Preventative Law are ready to talk to you. Contact us today via email, phone or enquiry form.