Trusted estate planning since 1973. Outcome-focused advice built on experience and mutual trust.
Estate Planning Malvern
Are you a procrastinator? Don’t have a will? Haven’t got around to your estate planning? There has never been a better time to knuckle down and take care of business!
What is a succession plan?
It is true that every person in Australia should have a Will, however it also goes without saying that every person in Australia should also have a succession plan in place., Why work so hard accumulating assets and wealth if you make no plans for these things in your future?
Having serviced the Malvern area and its neighbouring suburbs for almost 50 years, the team at Tony Kelly Lawyer & Estate Planner are often asked the question, but what is a succession plan and why do I need one?
The answer is simple, for peace of mind!
A succession plan is a carefully considered strategy for your life time that ensures the benefit and control of your assets passes to the right people at the right time. Succession plans can also go one step further, putting controls and restrictions in place to ensure that when control of your assets changes the assets continue to be managed in a way that is both beneficial and constructive in terms of the long term goal. With a solid succession plan in place, you can live freely, knowing your loved ones will be safe and comfortable if the unexpected happens.
How do we get it done?
Tony Kelly and his highly experienced team are proud to be one of Melbourne’s most reputable estate and succession planning forms, working collaboratively with clients of all walks of life, to create and implement bespoke estate planning strategies, maximising wealth, and future growth.
With almost 50 years of dedicated experience to clients in the Malvern area we provide a flexible and adaptable service that caters for the needs of high-wealth individuals, business owners, blended families, and same sex couples.
We pride ourselves on providing relevant and reliable legal information and create bespoke succession plans through honest and reliable conversations, focusing on individual goals and wishes.
This approach to succession planning enables us to provide a superior quality legal service as well as allowing us to develop long-standing relationships with our clients, working with them to ensure their estate plan is always up to date and in line with their needs.
With a no-obligation free discussion on offer there has certainly never been a better time to engage our services and have a friendly chat on how we can help you get started.
What kind of things are included in an estate plan?
Our collaborative and empathetic approach to estate and succession planning, means we work with you to create a bespoke solution. Some of the areas which we work to devise a structured plan around and provide knowledgeable and considered advice on include;
– Family Trusts
– Businesses and companies
– Insurances such as income protection and life insurance
– Superannuation entitlements.
Blended Families and Same Sex Couples
The team at Tony Kelly Lawyer & Estate Planners are also well versed in the changing nature of the typical Australian family unit and can devise a bespoke succession plan that considers your individual family dynamic.
We understand that the typical Australian family has also become more progressive over time, with the average family no longer mum, dad and 2.5 kids, with blended families and same sex couples also now part of the planning equation, meaning a Will alone may not go far enough in terms of effective estate planning.
With a dedicated, highly experienced, and passionate team to assist, the team at Tony Kelly Lawyer & Estate Planner are the smart local choice for residents in the Malvern area looking to create a solid financial future for their families. Give us a call today!
How else can we help?
Estate Planning
Strategic estate planning that ensures your assets, structures and intentions are properly aligned to protect your family and future.
Wills
Carefully structured Wills designed to reflect your wishes while working alongside your broader financial and family arrangements.
Business Succession
Succession strategies that help business owners transition control and ownership while protecting the long-term value of the enterprise.
Trusts
Advice on trust structures and how they integrate with your estate plan to manage control, protection and intergenerational wealth.
Principal Tony Kelly brings a body of wisdom gained from over forty years experience as a lawyer.
Tony’s approach to practice has been to develop sound solutions for clients based on a strong sense of mutual trust.
Since establishing his first firm in 1973, Tony has built vast knowledge and experience to ensure his advice is “outcome orientated”. This results in new and ongoing referrals both from clients and their trusted advisors – indeed Tony has maintained ongoing client relationships over several decades, many of which are now inter-generational.
We are conviently located at:
Stalbridge Chambers -Level 1, Suites 1 & 2/443
Little Collins Street, Melbourne, Victoria
A Broader Approach to Estate Planning.
Effective estate planning is about more than preparing a will. It involves structuring your affairs in a way that protects your assets, provides clarity for your beneficiaries and ensures your intentions are carried out with certainty. We consider all aspects of your position, including:
- Trusts and asset protection structures
- Superannuation and control mechanisms
- Business interests and succession planning
- Family dynamics and future contingencies
This ensures your estate is not only distributed as intended, but structured in a way that is practical, efficient and enduring.
Experience That Informs Better Outcomes.
Tony Kelly has been advising on estate planning and succession matters since 1973. Over time, this has led to a refined and highly considered approach, particularly for clients with more complex estates or financial structures.
Clients benefit from:
Partner-led advice from Tony and Claire
Practical, experience-based guidance
Strategies developed through decades of working across complex estates
