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Wills & Estate Planning

Nobody likes to think about it too much, but inevitably one day you will have to prepare for what will happen when you die. 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 friends and minimise the cost and frustration in administering your estate.

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 an appointment to discuss your estate.

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Contact Us

66 Queen Street Yeppoon QLD 4703
PO Box 544 Yeppoon QLD 4703
07 4939 3533
07 4939 3812
[email protected]

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Robert Harris Rivett Lawyers

Robert Harris Rivett Lawyers is a well known name in the Yeppoon area, having delivered professional legal advice and services to the Yeppoon and Central Queensland community for over 30 years.

Services

  • Business Law
  • Property Law & Conveyancing
  • Wills & Estate Planning
  • Traffic Offences and Crime – ‘Your peace of Mind’

Contact Us

66 Queen Street Yeppoon QLD 4703
PO Box 544 Yeppoon QLD 4703
07 4939 3533
07 4939 3812
[email protected]

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