While many of us recognise the importance of having a legal Will, few understand its limitations. A comprehensive estate plan on the other hand covers a broader range issues and concerns such as taxation, superannuation and powers of attorney; ensuring that your estate is passed to your beneficiaries according to your wishes.

Key components of an effective estate plan generally include:

  • A legal Will
  • Superannuation death nominations
  • Testamentary Trust
  • Powers of Attorney
  • Power of Guardianship
  • Anticipatory direction

We believe that an effective estate plan is essential for those with complex financial requirements and can be particularly valuable for blended families.

To find out more about our approach to estate planning, please feel welcome to contact us or download our Guide to Estate Planning for further information.

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Harpel Financial Group