A SPECIALISED WILLS AND estate planning law firm

PROTECTING YOUR WEALTH

THROUGH MODERN ESTATE PLANNING

O’Rourke & Associates is a specialised wills and estate planning law firm that provides premium legal estate planning services to Australian and international clients.

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Modern estate planning is not just a Will for your estate. Modern estate planning identifies your wealth held both in your estate and outside of your estate (such as life insurance and superannuation). We seek to gain a deep understanding of your family dynamics, your finances and investments, your wealth holding structures, your life insurance, your superannuation as well as who you choose to give your wealth to.

O’Rourke & Associates builds a robust legal framework around your estate plan:

  • that allows you to achieve your objectives;

  • is an ordered, secure yet flexible plan for the present and future;

  • provides scope for building up assets during your lifetime;

  • provides for the preservation or creation of capital for your family or other beneficiaries:

  • takes into account the claims and needs of persons benefiting from your plan;

  • the plan may include a testamentary trust offering income splitting benefits which may allow tax minimisation;

  • plans for your possible incapacity;

  • and ensures your wealth isn’t eroded by unnecessary Federal or State tax liabilities, business risks or family law property settlements.