Estate planning is so much more than having a Will. Your estate plan should ensure your wishes are successfully carried out after you pass away in the most efficient and tax effective way possible for your beneficiaries.

Some estates plans are simple while others are extremely complicated, it will depend on your individual circumstances.

Estate planning can include:

• Wills and Memoranda of Directions
• superannuation death benefit nominations
• Enduring and General Powers of Attorney, and
• corporate, trust and superannuation investigations and reviews.

Our estate plans are coordinated with your financial plan and may cover your:

• current lifestyle needs
• retirement plans
• tax position
• business arrangements, and
• future critical events (i.e. marriage, divorce, birth of a child/ren, health scares and family disputes).

If you need an estate plan or would like us to review your current plan, contact us today.