Estate Planning

No one wants to think about the possibility of death.  But having an up-to-date will and adequately planning your estate is vital to securing your family’s financial well-being and avoiding the burden of complex administrative problems.

We work with you to review your current situation and put appropriate strategies in place, providing assistance in the following areas:

  • Consider the legal issues around your wills and estate plans and can refer you to estate planning lawyers where relevant;
  • Consider the need for arrangements such as enduring guardianship and enduring power of attorney.
  • Ensure that the appropriate beneficiary notifications have been made to your superannuation fund.
  • Advise on the potential benefits of setting up a trust to safeguard against bankruptcy, divorce or squandering.

Safeguard your family by ensuring your estate plans are well considered and properly structured.  Call us today for help.

Authorised Planner

Brendan Hoy

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Our Location

MJA Business Solutions
Suite 2 & 3/24 Edgar Street,
Coffs Harbour NSW 2450

The Big Red Building
Cnr Mildura & Edgar St

PO Box 4504
Coffs Harbour Jetty NSW 2450

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