Advanced Estate Planning: Simple Legal Solutions

Get protection for your personal and business assets for you and your loved ones.

What is Advanced Estate Planning?

Advanced Estate Planning is planning to:

  • Preserve your wealth during your lifetime,
  • Generate wealth in a flexible and tax friendly environment, and
  • Meet your loved ones’ financial needs in the event of your untimely death, illness or injury.

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Over the last 10 years or so there has evolved an increasing responsibility for Solicitors and other advisors to ensure that clients are aware of the legal solutions available to protect their Estates (current and future assets) and give effect to their Estate Planning intentions.

Notwithstanding, many Solicitors and other advisors continue to adopt a basic approach to Estate Planning only and do not offer any service to address Advanced Estate Planning considerations and solutions.

The purpose of this Guide is to provide a brief overview of the considerations and solutions relevant to our Advanced Estate Planning service.

See also the checklist below for when to review your Estate Planning.

When to review your Estate Planning

It is crucial to keep your Estate Planning up-to-date as your circumstances change and ensure that you are confident that nothing has been overlooked.

You should speak to one of our Estate Planning Lawyers about reviewing your Estate Planning if:

  • You or any of your intended beneficiaries are an ‘at risk’ person.
  • You are about to acquire an additional asset or investment.
  • You are planning to start a new business or other enterprise.
  • You are a co-owner of an existing business, property or investment.
  • You are an owner of a business that you would not be prepared to walk away from.
  • You carry on a business as a sole trader or in partnership personally.
  • You wish to establish or wind up a Family Discretionary Trust.
  • You have made loans to, or are owed money from, a related entity or family member.
  • You are about to get married or start a de-facto relationship.
  • You have separated from your spouse or de-factor partner.
  • You have children to a previous relationship.
  • You want to ensure that your future beneficiaries are able to maximise the benefit of their inheritances and minimise tax.
  • Your circumstances have otherwise changed since you last reviewed your Estate Planning.

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Call now to speak to one our Estate Planning Lawyers

1300 553 343

Too often there are simple legal solutions to complex Estate Planning problems that go unaddressed.

What’s Covered

This Guide deals with the following common Estate Planning considerations and how to manage them:

  • Asset Protection
  • Discretionary Trusts
  • Loans to Related Businesses and Family Members
  • Future Inheritances
  • Business Risks
  • Business Succession Planning
  • Wills creating Testamentary Trusts
  • Superannuation
  • Family Law Property Orders
  • Contested Wills Claims

Download Guide

Call now to speak to one our Estate Planning Lawyers

1300 553 343


Dome Financial Group

“The team at Roberts Legal have made what can be a complex area of our lives into something that is easy to understand. The Advanced Estate Planning Guide is a must for those that want to make sure their hard earned personal and business wealth ends up in the right hands, at the right time”

Geoff Whiddon

Gil Gordon

“Estate Planning is more than just arcane legal concepts, it is about people and their human problems. Sam Roberts and the team at Roberts Legal are to be congratulated on preparing this excellent Guide.”

Gil Gordon

Morgans Limited

“What a great piece; clear, concise, accurate and leaves enough questions for one to consider.”

David Leslie – Financial Planner – Morgans Limited

Simple Solutions exist to complex Estate Planning problems.

Find out what’s relevant for you and protect your wealth for you and your loved ones.

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