One of the elements often considered in the lead up to and during retirement is Estate Planning. If you’ve achieved the retirement lifestyle you desired, the chances are you may have income generating assets, cash and other assets to leave to beneficiaries. The process of passing on your legacy to the next generation begins with sound Estate Planning and culminates in your will.
Our Estate Planning process is comprehensive by nature and takes into account all your assets. We will work in conjunction with your Solicitor, or indeed help you identify an experienced local solicitor, and will:
- Discuss generally the outcomes you’d like to achieve
- Discuss valid will options that distribute your assets to your desired beneficiaries
- Discuss and execute appropriate Powers of Attorney
- Integrate the above with your accountant to minimise tax liabilities, maximise superannuation and control structures, and generally have a well-designed plan.
Our Financial Planners can assist with the above considerations and bring into play other expertise as required to help safeguard your estate. Specifically, we recommend working in collaboration with your legal team.
Call to book an appointment so we may discuss your needs.
General Advice Disclaimer: This website contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
