Estate Planning

Appropriate planning for your estate is an essential part of securing the financial future of your family. Many Australian’s unfortunately leave their family without a will or estate plan in place, which can create unnecessary stresses, tension and sometimes even legal battles.

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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 beneficiaries

In this complex world no family tree is easy to follow, the dynamic can be complex. Fortunately our financial planners are experienced in helping people navigate towards a decision on naming their beneficiaries. Organised estate planning protects you against any complexities made to your estate after your death by acrimonious family members or business stakeholders.

Learn about Estate Planning

If you want to find out more about the intricacies of estate planning we encourage you to view our financial focus video playlist. We cover some of the key benefits of having an estate plan, why it is important and why almost 50% of Australian’s don’t have a will when the time comes.

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August 12, 2019 / Estate Planning

Overcoming Estate Planning Misconceptions

Benjamin Franklin once wisely wrote that “in this world nothing can be said to be certain, except death and...

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