Estate Planning
Estate Planning is all about confidence. Confidence in knowing your wishes will be respected and stress minimised for your family. This relates not only to your death but also the event you lose mental or physical capacity.
As with most aspects of financial advice, the first piece of the puzzle when it comes to Estate Planning, is understanding your objectives. These objectives will often be multi-faceted and usually involve finding a compromise between minimising tax, asset protection, flexibility and certainty.
Collaborating with an estate planning specialist we will help you:
- Assess Goals: Understanding your specific objectives for how your wealth transfer is to take place.
- Evaluate your current position: Providing a comprehensive overview of where you are today, what will occur should something happen to you, and where there are areas for improvement.
- Draft Legal Documents: Ensuring that wills, powers of attorney, enduring guardianships and other necessary legal documents are properly created and aligned with your financial plan.
- Update Estate Plans: Regularly reviewing and updating documents to reflect changes in family dynamics, financial status, or legal regulations.
- Educate the next generation: Encouraging and supporting financial education for your children to help them make informed decisions and manage their finances responsibly.
Importantly, it is never too early to start thinking about estate planning and it pays to be prepared.
Just like the areas of Mortgage Broking and Tax & Business Advice, we partner with subject matter experts, to make sure all our clients’ needs can be satisfied.
Please speak to your Financial Adviser for an introduction to the external specialist that best suits your needs and objectives.
