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Estate Planning

Estate Planning is a discipline that will assist you to preserve and transfer your wealth, and manage your affairs to meet your objectives.

Estate Planning is more than having a ‘Will’, an ‘Enduring Power of Attorney’ and ‘Enduring Guardianship’. It is an essential component of a broader financial plan.

Today, Estate Planning considers the strategies, processes and actions to preserve capital, income and values for the individual, their family and future generations. It needs to deal with estate and non-estate assets.

How to identify your estate planning needs

There are specific circumstances which may highlight the need for estate planning advice.

For example, do you have:

  • Real estate assets other than your home?
  • A share portfolio with potential CGT issues?
  • A family trust structure?
  • An SMSF or substantial superannuation investments?
  • Life insurance in place?
  • Business succession issues?
  • A family member or beneficiary with special needs or problems?
  • Young children?
  • A beneficiary who lives overseas?
  • Relationship breakdown issues?
  • Concerns about the possibility of a child or beneficiary going through financial difficulty?
  • An inheritance or likely to receive an inheritance?

If you have one or more of the above issues, we strongly recommend that you contact us to discuss and identify how estate planning can assist you to better manage your affairs.