Estate Planning

The death of a family member is a traumatic experience. The last thing your loved ones need is to deal with a tangled mess of assets and legal structures with no clear idea of your intentions, and the value of your estate being eroded through costly litigation between competing interests. Contact Wilson Pateras for a complimentary estate planning consultation.

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What is Estate Planning?

Estate plan details how to deal with your assets and investments in the event of death. If someone dies without a valid will, this is called ‘dying intestate’, and their assets are distributed according to the inheritance laws of the states and territories of Australia. You need to consider the following to ensure your estate plan is up-to-date:

Estate Planning For Individuals

Having an Estate Plan ensures the wealth you have built is distributed to your beneficiaries smoothly, tax effectively and most importantly, according to your wishes. Have you considered:

Succession Planning for Business Owners

Succession Planning is often overlooked by business owners. Succession planning is the process of identifying and developing new leaders who are well-equipped to replace a company’s present leaders when they retire or in the unfortunate event that they are no longer capable of operating a business due to death or incapacity. Have you considered:

Seeking Estate Planning Advice?

If you would like to protect your estate, and ensure your assets end up with your intended beneficiaries, please contact us for more information or book your estate planning complimentary meeting.

Our Office

Richmond Office

40 River Boulevard
Richmond
VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888