Estate Planning
Estate planning is much more detailed than simply making a will. It involves orchestrating your estate to ensure that your wealth is passed into the right hands, in the most financially-efficient and tax-effective way possible.
The core considerations for effective estate planning is to identify:
The right assets - What assets you have and the ownership of these assets
The right beneficiaries - Who should be the beneficiaries as everyone's situation can change through divorce, death and mental health
The right time - Tax applicable to assets along with the age of the beneficiaries are just two factors that can determine the timing.
These are just some of the issues Australians are faced with every day when considering their estate planning needs. If you answered yes to any of these questions, you should contact your financial advisor for advice on developing your own estate plan that works for you and your family.
How to get started
Feel free to call our office on 02 8220 7703 to have a conversation as to how we may be able to secure your financial future. You can also make an inquiry at our Contact Us page.
AWA Tower - A business that eventually failed through poor planning and a lack of detailed analysis
“I am fully able to freely communicate my financial needs, thinking, family responsibilities, concerns etc with Don or his staff. All are good listeners and learners and offer good advice and counsel. I have been with them since 1996 and am confident of my future financial welfare by continuing our relationship”
