Estate Planning

Comprehensive Financial Planning Services

Tailored Estate Planning Services

At Stitzel CPA & Wealth Management, we provide personalized Melbourne estate planning services to help you protect your assets, secure your legacy, and ensure your wishes are fulfilled. Our comprehensive approach includes tax-efficient strategies, trust and will planning, and business succession guidance. Whether you are looking to safeguard your family’s future or structure a smooth transfer of wealth, our team is here to guide you every step of the way.

Estate Planning Services in Melbourne

Every estate is unique, so we take the time to develop customized estate planning strategies that align with your personal and financial goals. From drafting wills to establishing trusts, we help you create a plan that provides clarity and security for you and your beneficiaries.

Business Succession Strategies

Business owners need a plan for the future. Our business succession planning services ensure a seamless transition of ownership while minimizing tax liabilities and preserving company stability. Whether you intend to pass your business to family members or sell it, we help you make informed decisions.

Retirement and Legacy Planning

Planning for retirement and beyond involves more than saving money—it requires a strategic approach to wealth transfer. We help structure tax-efficient retirement withdrawals and develop estate plans that allow you to pass on your assets while minimizing unnecessary costs and delays.

What we are good at

Wills and Trust Development

Creating a legally sound will or trust ensures that your assets are distributed according to your wishes. We guide you through establishing legal structures to protect your wealth and simplify estate administration.

Tax-Efficient Estate Planning Services in Melbourne

Estate taxes can significantly impact what is left for your beneficiaries. We implement strategies to minimize tax burdens, helping you preserve as much of your estate as possible for future generations.

Asset Protection Strategies

Unexpected financial risks can threaten your wealth. Our asset protection services safeguard your estate from potential creditors, lawsuits, and other liabilities, ensuring long-term financial security.

Trust Administration and Probate Guidance

Managing a trust or navigating the probate process can be complex. We provide comprehensive trust administration and probate support to help executors and beneficiaries confidently fulfill their legal responsibilities.

Frequently Asked Questions

What does estate planning involve?

Estate planning includes creating legal and financial structures to manage your assets, minimize taxes, and ensure a smooth transfer of wealth to your chosen beneficiaries.

Why is having an estate plan essential?

Without an estate plan, your assets may be subject to probate delays, unnecessary taxes, and distribution according to state law rather than your personal wishes.

How do I choose an estate planning advisor?

Look for an advisor with expertise in tax strategies, wealth preservation, and legal structuring. A knowledgeable professional will take a personalized approach to your estate plan.

How often should I update my estate plan?

Review your estate plan every few years or after significant life changes, such as marriage, divorce, a new child, or significant financial shifts, to align it with your current needs.

What happens during the estate planning process?

We start with a consultation to understand your financial situation and goals. From there, we develop a customized estate plan, addressing all legal and tax considerations.