Estate Planning
Where there’s a Will, there’s a Will…..
Where there’s not….. there’s a dilemma….
Organising Your Affairs
We can work with you and your solicitor to ensure you have a will that reflects your current intensions for your family and business. It is important that your will is correctly structured to minimise risk as well as being tax effective.
Taking the time to address these tasks now will be greatly appreciated by your family and friends should you become very seriously ill or injured, or die.
Estate Planning involves structuring your investments and personal assets to provide for your family.
It’s important to address the issue of your Wills – are they current and valid?
- Who will be in charge of the administration of the estate; and
- How are the assets of the estate to be distributed after death.
While a will is certainly important to your estate plan, it is not the only consideration. You should also think about:
- Powers of Attorney & Enduring Powers of Attorney
- Testamentary trusts
- Business succession planning
Without sufficient planning, it’s at the discretion of the trustee of your superannuation fund as to the treatment of any death benefits from your super. A binding death nomination ensures your wishes are fulfilled in the payment of benefits to your preferred beneficiaries.
