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estate planning

Estate planning is not just about creating a will – it’s a process that focuses on all the financial affairs of a family and their interests.  Effective estate planning involves implementing a plan that meets your individual needs, protects your interests and minimises potential taxes and fees. 

At Brown Wright Stein, we take the time to get to know you, each member of your family and any other stakeholders to ensure we understand your situation and implement the best solution for your circumstances. We provide a holistic advice model that draws upon our thorough knowledge of laws surrounding tax, trust, wills and superannuation. This allows us to guide our clients to choose the most appropriate structure to ensure their family is financially secure and their estate protected.

We also works with business advisors to assist their clients’ estate planning through taking the time to develop tailored solutions focusing on wealth preservation, tax minimisation, family considerations and business succession. We work collaboratively with business advisors to deeply understand the unique needs, aspirations and strategies of each end client. Our breadth of experience and attention to detail allows us to choose the most appropriate structures for your clients’ businesses and asset ownership.

Brown Wright Stein can assist you in planning for and achieving a fulfilling retirement with peace of mind that your legal affairs are in order. Our Elder Law expert will personally review your own or your family member’s individual circumstances and provide advice designed to meet the needs of that individual and promote their independence and dignity.

our estate planning team are specialists in:

  • Deceased estates

  • Elder law

  • Estate litigation

  • Probate & estate administration

  • Powers of attorney 

  • Private charities

  • Superannuation – including SMSF

  • Taxation

  • Trusts

  • Wealth protection

  • Will & estate planning

Our team’s focus is to help you address complex issues with clear straightforward legal advice and practical strategies and solutions.

In order to reduce any stress or anxiety to both you and your family members, we will personally come to you or your family member to take your instructions and explain, assist and supervise the proper execution of the relevant legal documents you require.  We will also provide you with a tailored fee estimate based upon your individual needs.

 

estate planning team