Estate Planning
 

Securing your wealth and ensuring your loved ones are taken care of

Estate planning is an essential component of your overall financial plan. Not only does estate planning involve deciding how your assets are to be distributed, it also involves having the correct financial structures and arrangements in place to tax-effectively protect your family’s interests.

Many people think they don’t need any estate planning because a simple Will does the job. However, a critical difference between a Will and an estate plan is that an estate plan is a comprehensive plan that includes documents that are effective during your lifetime. In contrast, a Will only takes effect when you pass away.

With an estate plan, you can establish Powers of Attorney, family trusts and tax-effective structures and strategies to protect your interests and those of your dependents.

We will take you through everything you need to consider and ensure you have the most important things covered.

To find out more about our approach to estate planning, please contact us.

WE’D LOVE TO HEAR FROM YOU

Maritza Kriel
Director, Principal Financial Adviser
P: 1300 975 440

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