Estate Planning

Because the future is your legacy.

COMPLIMENTARY CONSULTATION

OVERVIEW

Estate planning is a complex but necessary component of your overall financial well-being. It is true; estate planning involves many requirements. However, if managed properly, estate planning can streamline the distribution of your legacy, reduce tax and protect your assets into the future.

WHAT IS estate planning?

He that hath a Trade, hath an Estate.

Benjamin Franklin

Estate planning pertains to a series of tasks that deal with the management of your estate. The objectives are to preserve, manage, and distribute your assets to the rightful heirs.

As a process, estate planning involves acts like creating a will, setting up trusts, making charitable donations, naming an estate executor and beneficiaries, and even providing funeral arrangements.

However, while you may think of estate planning as something that is only done after death or following incapacity, it actually takes place even before those things happen. And you are the one who commands the process.

Planning for the distribution of your estate is a complex but necessary component of your overall financial wellbeing. However, if managed properly, careful estate planning can streamline the distribution of your legacy and protect your assets into the future.

what are the benefits of estate planning?

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CONTROL

Estate planning empowers you to take control of your assets while you are alive.

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CONSERVATION

Estate planning helps to ensure that your assets are safely passed down to the next generation without complication.

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GROWTH

Estate planning helps provide you with options you can consider should you decide to expand your current assets, maximising your estate.

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PROTECTION

As your assets grow, it will incur more taxes. Estate planning can help you minimise taxation costs.

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ORGANISATION

Estate planning helps to ensure that your assets are passed on your heirs according to your wishes.

current estate planning trends

From the researchers in Charles Sturt University and The University of Adelaide 2017.

of Australians do not have a will

of those who have planned for their estate do not have life insurance

of Australians have a will but it needs updating

of those who have planned for their estate have SMSF

who planned for their estate have life insurance

of those who have planned for their estate do not have SMSF

HOW DO I GET STARTED?

Getting started on estate planning is simple. All you need to do is to contact us and then we can get the ball rolling for you. You can also take our Financial Goals Assessment Tool to explore the different aspects of your financial life.

SERVICE INCLUSIONS

Our specialist service includes, but are not limited to:

  • Drafting a will that works.
  • Deciding the responsibilities of your executor.
  • Choosing your Power of Attorney, your medical Guardian and your children’s Guardian.
  • Planning your successors.
  • Deciding on an appropriate trust.
  • Reducing tax liabilities.

RELATED SERVICES

Tax Planning

Retirement Planning and Superannuation

Investment Planning and Strategy

BOOK YOUR COMPLIMENTARY FIRST APPOINTMENT TODAY