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.
