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.