While your legacy is more than just money, you want to make sure your family are looked after.
If you want to leave something to your kids and grandkids, a charity or other institution, you’ll need a sound strategy to help you get there. Organising your will is just one part of the process. It’s also about taking stock of your finances and making sure your money is invested in the right places and protected.
Our Advisers can help you to:
- Organise your Estate Planning taking into account your current and future assets and liabilities
- Set up a wealth transfer strategy and protect your inheritance from ending up in the wrong hands
- Ensure asset distribution reflects your true intention, minimising the tax burden on your beneficiaries
- Nominate a preferred or binding beneficiary for your superannuation
Planning for the future becomes even more important at certain times in your life, such as when you are getting married and start your own family, buy real estate, or have family members with special needs. Leaving your assets to those you love involves much more than having a will, and in conjunction with a Solicitor or Estate Planning Specialist, we can help you make a lasting difference.
"I want to leave something behind when I’m gone."
To discuss your estate planning requirements, get in touch today.