Estate planning is a complex and complicated area of advice and often requires the professional advice of a solicitor in conjunction with the guidance of a financial planner.
Unfortunately estate planning is often forgotten when people map out their lives.
Superannuation and Life insurance from superannuation is not dealt with through your Will, which can occasionally see assets going to unintended family members.
Estate planning provides clarity for your family and loved ones on exactly how you would like your estate handled and distributed.
Our estate planning approach will encompass a range of components including asset distribution and management structures, power of attorney, superannuation, minimising taxation and ensuring your wishes are legally binding.
