Estate Planning

Protect your legacy and provide for your loved ones

At McMillans, we believe estate planning is one of the most important steps you can take to protect your assets, honour your wishes, and ensure your loved ones are supported—no matter what the future holds.

Estate planning is more than just having a Will. It involves a strategic review of your personal, financial, and business affairs to create a clear, legally sound plan for how your assets will be managed and distributed.

Why estate planning matters

Without a proper estate plan, your assets may not be passed on the way you intended. Your family could face unnecessary tax burdens, legal delays, or even disputes—all during an already difficult time.

We help you build an estate plan that ensures:

  • Your assets are distributed according to your wishes

  • Your loved ones are financially protected

  • Your tax position is carefully managed

  • You avoid unintended legal and financial consequences

What we help with

At McMillans, we provide tailored estate planning advice that integrates with your financial and business goals. Our services include:

  • Review of personal and business assets – Including property, investments, trusts, SMSFs, and business interests

  • Advice on Wills and Powers of Attorney – Collaborating with your legal team to ensure all documents reflect your current circumstances

  • Trusts and succession planning – Guidance on how to structure or transfer control of family trusts, companies or SMSFs

  • Superannuation & insurance nominations – Ensuring your assets are directed to the right beneficiaries outside of your estate

  • Minimising tax impacts – Helping you create a plan that protects your beneficiaries from unnecessary tax obligations

  • Strategies for blended families – Ensuring all parties are considered in complex family dynamics

Plan ahead with confidence

Whether you’re nearing retirement, managing a business, or simply want peace of mind, we’re here to help you put a plan in place that’s thoughtful, effective, and uniquely yours.

Talk to our team at McMillans today and take the next step in protecting your legacy.

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