Estate planning

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Estate planning helps you to plan for your family in unforeseen circumstances. It ensures your hard earned assets are handed down to your beneficiaries according to your wishes so they enjoy the benefits.

Common questions to consider

Some questions you may wish to consider include:

  • What is estate planning? How can I ensure my family are the beneficiaries of my assets after me?
  • What is a Power of Attorney?
  • How can I make a will? Who can provide the advice to make a will?
  • Is it true that a person’s debt dies with them?
  • How often should I update my will?
  • What happens to my estate if I don’t have a will?
  • What happens to my super when I die?
  • I have my own business with my business partners.  What happens to my part when I die?
  • What can I do to protect my assets?

How we can help

A will is an essential part of a comprehensive financial plan.  It ensures that your assets and executed as per your wishes after you die.

While we cannot provide you with advise on inheritance laws or help write a Will for you, we can refer you to experts in this area. If you already have a Will, we can review and update as required.  We can provide advise on social security benefits that your family can benefit from after you die.

What to do next

If you want us to help you with estate planning contact us today.


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