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Finlaysons Lawyers assisting with wills, estates and succession planning

Wills, Estates & Succession Planning

Finlaysons’ Wills, Estates & Succession Planning team understand how hard you’ve worked to build your assets. We’ll make sure that your business and personal interests are protected.

Our astute team understands the importance of planning for the future. Our goal is to help you achieve your financial objectives for the future and make sure transitions are tax effective, flexible and provide you with peace of mind.

You need expert advice and insight when planning for you and your family’s financial future – we’ll work with you to provide the right arrangements for all of your assets, considering various possibilities and avoiding the potential for traumatic disputes or litigation in the future. We focus on practical, tax effective and flexible solutions for your business and personal interests. Whether assets are held personally, jointly, in a trust, company or superannuation fund – locally or overseas – we’ll ensure a trouble-free transition that provides for your future and also for future generations.

Many directors and senior executives of our corporate and commercial clients have taken advantage of our expertise in this area – they know and trust our services.

Our empathetic approach ensures that your business and personal interests are protected and your future plans for your estate are achieved, giving you peace of mind no matter what the future holds.

Key Services

  • Retirement and estate planning
  • Wills (including testamentary trusts)
  • Powers of attorney
  • Family trusts
  • Superannuation (including self-managed superannuation funds)
  • Tax planning
  • Guardianship issues
  • Medical powers of attorney
  • Funeral and memorial arrangements
  • Applications to the Supreme Court for grants of probate
  • Estate administration
  • Dispute resolution
  • Intestacy matters
  • Special disability trusts
  • Private ancillary funds

Could the ATO Inadvertently Become a Beneficiary Under Your Will?

16/07/2019

Avoid the common misconception that no tax is payable on the transfer of assets on death…

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Succession Planning for Blended Families

18/06/2019

Succession Planning – It’s a must.

Many clients avoid succession planning, particularly in even the simplest blended family situations where there are…

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Writing Testamentary Trusts into your Will

30/05/2019

A Testamentary Trust allows for greater flexibility to fit your particular circumstance

Significant wealth has been created in the current generation. Passing wealth to beneficiaries absolutely on death…

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Why You Need a Succession Plan in Place

14/05/2019

Whatever your family circumstances, or the structure of the business, the key is to have a…

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