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PGH Solicitors

(02) 6642 3411

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Wills & Estate Planning

Nobody likes to think about it too much, but inevitably one day you will have to leave your business or farm, whether by selling up, retiring or leaving for health reasons.

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 employees and minimises the chances of the business or farm having to be sold up when you leave

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 a consultation with an experienced estate planning lawyer in Grafton or Yamba.

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PGH Solicitors

Pollack Greening & Hampshire Solicitors and Conveyancers are legal professionals who care about you and your best outcome.

Serving the entire Clarence Valley with office locations in Grafton and Yamba. Long established since 1904.

Our Advantages

  • Free first consultation.
  • Cost agreements so you know how much you are up for before we begin the work.
  • Extended and after hours consultations
  • Mobile service – we can meet with you wherever convenient including at home, in hospital or at your place of work
  • Family friendly appointments – we are happy if you need to bring the children along
  • Jargon free advice
  • Access to a network of professional services including Accountancy & Taxation, Business & Financial Planning, Valuation and Surveyor services

Contact Us

  • 27 Prince Street
    Grafton NSW 2460
  • 26 Yamba Street
    Yamba NSW 2464
  • PO Box 10
    Grafton NSW 2460
  • (02) 6642 3411
  • (02) 6642 6833
  • reception@pghgrafton.com.au
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