Securing your wealth for your dependents
Many of us are familiar with the importance of having a legal Will, however few understand the significance of holistic estate planning.
While a Will is important, it is only one aspect of the estate planning process. An estate plan is a detailed set of documents that can involve your Will, trusts, powers of attorney, life insurance, beneficiary designations and property ownership.
An effective estate plan aims to maximise the value of the estate by reducing taxes and expenses while providing clarity around your wishes.
Combined, a Will and estate plan outline who has the power to make healthcare and financial decisions on your behalf during your life, and who receives your assets at the time of your death.
With our guidance, we will take you through everything you need to consider and ensure you have the things most important to you covered.
To find out more about our approach to estate planning, please contact us on 03 9812 2761