Estate Planning
Estate Plan
Estate planning considers your assets and liabilities. It should be considered when creating wealth (assets and liabilities), protecting wealth (personal insurance cover) and distributing wealth.
Estate planning is more than just having a will. It considers:
- Disabled Children
- Blended Families
- Issues with family members
- Tax impacts of life events (for example, capital gains events)
- Your wishes in the event of a major health event
- Beneficiary nominations in different structures
So it's important that in the event of your death or loss of capacity, both you and your family are provided for in the most effective way
Before undertaking estate planning you should consult your financial adviser. Working with your adviser and accredited estate planning specialist can help ensure your assets are distributed as per your wishes in a tax effective manner.