Estate Planning


The Importance of
Estate Planning

Unfortunately, many people think having a Will is all that is required. In fact, it is only with a comprehensive estate plan that you can have the peace of mind that comes with knowing you have all your bases covered.

An estate plan should consider what happens not only when you are gone but also in the event of loss of mental capacity.

It will include such documents as:

  • Will – and the nomination of an executor. If you have dependants, it should also consider the nomination of a guardian and if appropriate the inclusion of a Testamentary trust
  • Memorandum of wishes if appropriate
  • Enduring Power of Attorney
  • Enduring Guardianship
  • Binding nominations for your Superannuation and Life Insurance policies

While we ourselves are not solicitors, we work closely with your nominated solicitor or we can refer you to one of our recommended Estate Planning specialists, for the preparation of your estate planning documents.

We can assist by advising on the correct structuring of your assets and the implementation of strategies to minimise the tax payable on your passing, thus ensuring that your Estate Plan is complete.