Estate planning

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When you've worked hard to get where you are, you want to make sure that you and your family can enjoy the benefits. But if the unforeseen happens, how do you ensure your family are well looked after and that your assets are handed down according to your wishes?

Some things to consider are:

  • What is estate planning? Is estate planning just about making a will?
  • What is a will and why do I need to make one?
  • What is a power of attorney?
  • Is it true that a person's debt dies with them?
  • What should I consider when I make a will?
  • How often should I update my will?
  • What happens if I don’t have a will?
  • What happens to my super when I die?
  • As I have my own business with business partners, what happens to my part of the business if I die?
  • Is there anything I can do to protect my estate?

Here’s how we can help you:

We can help you help you structure your investments to pass on your wealth to the next generation in the way you'd like. And, as part of a good, comprehensive financial plan, you’ll need a will to ensure your wishes for what happens to your assets after you die are executed properly.

If you have a will we will usually recommend you review it regularly to keep it up-to-date with your circumstances. We can't advise you on inheritance laws or write the will for you. However, we can advise the social security benefits that could benefit your family after you die.

What to do next

If you'd like to help you with estate planning. Please contact us today.


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