Estate Planning 

We all care about our families and partners but do we care enough to plan?

We all care about our families and partners, but do we stop and take the time to properly structure our affairs for the eventuality of death. Each year thousands of people pass away without leaving a valid will or with inadequate assets, thereby leaving their families in potentially difficult financial circumstances. Further, nearly one in two marriages in Australia breaks up, often resulting in unintended asset distribution on death. Truth is, good estate planning is much more than just having a will.

Have you considered your estate planning needs?

It is good practice to address estate planning issues early before they turn into problems. Asking these questions may help in the planning process.

The right funds

Will your estate have sufficient funds to cover your debts? Will there be enough money to provide for your family's future needs?

The right hands

Are you sure you have a current, effective will? Have you identified any capital gains tax issues? Could your will be challenged? Could any of your beneficiaries be involved in a Family Law Court property dispute or a bankruptcy action?

The right time

Have you made provision for your family's immediate cash needs following your death? Have you considered the timing of the distribution of your capital and income bequests? Are there any special factors you need to allow for?

Time to consult us

If these few questions have started you thinking, it's time you consulted someone about estate planning. It involves arranging your estate or business so that should you or your partner pass away, the right funds go into the right hands at the right time. This gives you peace of mind, and your family the benefit of having a plan, which will take care of their needs and distribute the funds in the best possible way. There is an additional advantage in consulting with us on your estate planning. We offer many other financial services, which might be called upon to achieve your aims. These include accounting, lending and finance, and corporate and business advisory services.

It's never too soon to get your affairs in order.

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