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Estate Planning

Whilst we don’t like to face our own mortality, ignoring it will not change the inevitable. The loss of a loved one is an emotional and stressful experience. Adding undue financial pressure at this time can and should be avoided. Distribution of your wealth is just as important as creating it. Ideally it should be done as tax effectively, simply and efficiently as possible. Wills are the mechanism for the transfer of personal wealth upon death. Not all assets need form part of your estate, superannuation is just one example. Spending a little bit of time and effort now can help prevent family squabbles and drawn out, costly legal battles. The costs of legal wrangles, and estate distribution are staggering. However its not all about death.

Often life dishes up unexpected events and health issues. Dealing with these can be simplified with pre planning. Powers of Attorney allow a trusted friend or family member to act on your behalf if you are unable to deal with your financial affairs. Powers of Guardianship allow a trusted friend or family member the ability to make health care decisions on your behalf when you are unable to do so yourself. Every adult really needs to consider putting in place some estate planning.

In particular this is vital if you:

  1. Have people financially dependant on you (eg spouse, children)
  2. Have assets and or debt
  3. Are married, divorced or have blended families
  4. Have life insurances
  5. Where you may want to leave assets to charity
  6. Have beneficiaries with special needs (eg disabilities, bankruptcy etc)
  7. Own your own business

We can assist you to address your estate planning needs by:

    • Helping you uncover your needs
    • Structuring your financial affairs effectively
    • Referring you to specialists where required