What it is
Estate planning is more than just getting a Will established or setting up Powers of Attorney, it’s about making sure you have a plan for your assets so they transfer to your beneficiaries at the right time and in the right way.
How can we help you
- Determine which assets will form part of your estate and what will be excluded
- Ensure you have appropriate nominations in place for your superannuation assets taking into consideration any tax consequences
- Explain any tax considerations for your assets and working with you to ensure you legally minimise any liability for your estate
- Transition assets in the event something happens to you or your partner/spouse, ensuring they can continue to generate an income and meet their living requirements
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