Estate Planning Strategies
- Confidence, Security, Peace-of-Mind
- Remove Stress from Loved Ones
Estate planning is the complete consideration of your assets and liabilities. It gives you the confidence that your wishes are carried out after your passing. And importantly, it gives security for your beneficiaries to ensure all assets are transferred in the most effective and efficient manner.
Estate planning can also be used not only to distribute your wealth, but also to create and protect it.
Everyone can benefit from estate planning, yet it is often overlooked. As a minimum, we should all have a valid Will and a Power of Attorney in place. These should be reviewed every few years, or on major life events such as marriage, divorce or the birth of children (or grandchildren).
This can be a complex area and we work with specialists to provide a complete solution to clients. Our advice relates to tax effectiveness and strategies regarding issues such as wills, trust funds and powers of attorney.
Please feel welcome to contact us to discuss your financial services and estate planning requirements without obligation on 07 3369 8544.