Estate planning involves arranging for the management and distribution of your assets in the event of your incapacity or death.
Benefit of having an Estate Plan
You can have peace of mind that your assets will transfer to your beneficiaries in a timely and effective manner.
Every scenario is unique
Your estate planning scenario is unique to you and so should be tailored to your individual circumstances, goals, family dynamics, personal needs and financial situation.
Who's Involved
You
Executor/s
Beneficiary/s
Lawyer
Family
Financial Adviser
Tax Advisor
Questions to ask yourself
Who do you want to inherit your assets?
Who will manage your estate?
Do you have a valid will?
Does your will need updating?
Do you have a power of attorney?
Do you have a death benefit nomination for your superannuation?
Get in touch
Rest easy knowing that your family’s future is secure with an estate plan.
We believe in an educational approach to Financial Planning, with our client's best interest being the focus of our advice.
