Planning Your Estate

We all die. That’s an unfortunate reality but just because you are no longer around does not mean that you should not care about your finances. You want the wealth you have earned to be passed on to your family or to the people you care most about in this world, in the way you want it to pass to them.

Estate planning helps you minimise the taxes and costs that an unplanned estate might incur and with our help you can be sure that when that fateful day comes, everything will be in order. You will understand the minutiae of your assets and exactly who gets what.

The fixed services we provide are:

• An Advanced Care Directive to make sure your estate takes into account your current or future health issues;
• Writing up a Family Trust Deed to pass on management of your trusts to a family member or close friend;
• Transferring the Power of Attorney to a family member or close friend to ensure the correct dispersal of your assets after death;
• Setting up a proper Will to ensure that your assets are inherited by the intended recipients; and
• Setting up a Will with a Testamentary Trust to protect the assets you wish to give away in your will.

We will put in strategies to help you through this process, such as:

• A member of our team will call you and inquire on your personal details and your goals before booking a face-to-face meeting;
• We will meet and comb through all considerations of your estate and guide you to the most appropriate outcome;
• We will provide you with a strategy through our understanding of your affairs, a summary of what we recommend and a quote;
• We will draft the documents for your estate and send it to you to look over after we make sure you understand all the facets of the plan.
• We will finish off the process by signing all the documents and making sure they become legal and effective.

Let’s begin with a non-obligation chat and call me at 0410 466 779 so I can help you in the success of your business.