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Estate Planning

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Estate Planning

Your estate is considered to be everything that 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. Therefore, Estate Planning is the process of considering both assets owned and controlled by you to ensure each of these flow in the way that you want.

Estate Planning is appropriate for everyone. It is not 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.

For more information on Estate Planning or to arrange a meeting to discuss your circumstances, please contact us on 1300 726 082 or click here.

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