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Estate Planning

Planning for a future you'll no longer be a part of is an unfortunate, but necessary part of life that too many put off until it's too late. An estate plan is an essential part of securing your family's future, making your intentions clear and easing the burden and stress of managing your affairs when you're no longer in a position to do so for yourself.

Estate Planning

What is Estate Planning?

Estate Planning is the process of considering both assets owned and controlled by you to ensure each of these flow in the way you want. Estate Planning is appropriate for everyone. It isn’t just for the retired, wealthy or individuals with multiple marriages like many think. You cannot predict how long you will live; illness and accidents can happen to anyone, at any time. If you don’t have a plan in place, the Government does, but you probably won’t be happy with it.

Will vs. Estate Plan

Your estate is considered to be everything you hold in your own name, and your will is the document which details how you would like this to be left. However, assets which are not held in your own name are not covered by your will. For example, your superannuation balance or assets held in companies or trusts are not covered by your will. Speaking to one of our financial advisers will help you ensure no stone is left unturned and everything you want to happen is taken care of into the future.

Naming your benefciaries

Your estate is considered to be everything you hold in your own name, and your will is the document which details how you would like this to be left. However, assets which are not held in your own name are not covered by your will. For example, your superannuation balance or assets held in companies or trusts are not covered by your will. Speaking to one of our financial advisers will help you ensure no stone is left unturned and everything you want to happen is taken care of into the future.

Learn about Estate Planning

Your estate is considered to be everything you hold in your own name, and your will is the document which details how you would like this to be left. However, assets which are not held in your own name are not covered by your will. For example, your superannuation balance or assets held in companies or trusts are not covered by your will. Speaking to one of our financial advisers will help you ensure no stone is left unturned and everything you want to happen is taken care of into the future.

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The Hopkins Group

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Level 23, 500 Collins Street, Melbourne, VIC 3001

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