Estate planning is more than a Will. It's about saving tax. It's about protecting the assets you have worked hard for. It's about a safe and smooth transfer of assets to loved ones. Estate planning is about peace of mind.
At Murray Nankivell we will help you set-up an effective estate plan to;
By having an effective estate plan in place, you will help your beneficiaries avoid difficulties and disagreements because you can;
Areas to consider when developing your estate plan;
Your estate plan needs to stay current;
It should be reviewed on a regular basis, and particularly when a significant event occurs such as:
Estate planning is a vital part of your overall financial plan and it should not be left until it's too late. The events (listed above) can be life altering for you and your loved ones and should prompt you to think about your estate planning needs and objectives.
Below is a selection of steps and questions that Murray Nankivell use to establish individual objectives and requirements to establish an effective estate plan;
LEGAL
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Investngro Pty Ltd ABN 53 113 102 695 trading as Murray Nankivell Financial Planning, is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. Any taxation and accounting services are provided by Murray Nankivell and are not within the authority Count. The information on this web site is not financial product advice and is provided for information only.