Estate Planning

What’s Your Plan?

It’s not a topic people like to think about or talk about, but not having an estate plan in place, can cause significant issues when the situation arises.

A good estate plan will not only ensure that your assets are distributed as per your wishes, but also ensure that you have the appropriate documents for managing how you are cared for, both medically and financially, should you become unable to undertake your own decisions in the future.

Estate Planning covers a range of aspects including:

  • Having and maintaining a will;
  • Superannuation death nominations;
  • Testamentary Trusts – to preserve and protect assets;
  • Powers of Attorney – Enduring, medical and general; and
  • Guardianship and Anticipatory Directions – Lifestyle choices and medical treatment.

It is particularly important to have a valid will when there has been a marriage, divorce, separation, children, step-children or grandchildren.

Having a valid will can reduce some of the heartache and ensure assets are protected, tax is limited and the people you choose to benefit are provided for in the best possible manner.

There are so many things to consider when it comes to estate planning so let our experts help you find the right solution for your situation.