ESTATE PLANNING

Estate planning is an important and everlasting gift you can give your family.

And setting up a smooth inheritance isn't as hard as you might think.

Suze Orman

  • Over 60% of Australians pass on without leaving a valid will. And if you were to pass on without leaving a written instruction of your wishes, your family may suffer the consequences at a scale that you may not have anticipated. So if the worst were to happen, what would happen to your assets? Or your debts?

  • There’s more to estate planning than simply having an up-to-date will or ensuring safe passage of your assets.

  • You may understand the benefits of estate planning and management but you may not realise the intricacies involved in executing it. After you pass, your beneficiaries, heirs, or executors are the ones to execute your wishes. In doing so, they may face legal impediments, such as taxation, the possibility of probate, legal fees, and so on.

  • We can help guide you with our expert partners to construct your will according to the type and nature of your assets and consider if you should implement an enduring power of attorney or guardianship.

  • Preparing a will and knowing it is properly constructed will give you peace of mind and ensure your assets are managed exactly as you intend.

With the help of our expert partners, we can help guide you to put a plan in place. Knowing that your estate will be left with your loved ones without legal troubles and knowing that everything will be handled according to your wishes when you pass will ultimately give you peace of mind.

 

ORGANISE YOUR ESTATE TODAY

Having an estate planning strategy in place ensures that you can protect your loved ones and ensure they receive the assets that were intended for them.

If you wish to know more, or if you want to book an obligation-free consultation related to savings management, please do not hesitate to email us at support@yourwealhthub.com.au or to call us on 0408 155 140. You can also use the form below.