Estate Planning

Estate planning involves not only the planning but the documentation of your wishes for the distribution of your estate in the event of death.

A well prepared estate plan reduces the demands on loved ones during an extremely difficult time and ensures that your wishes are fulfilled.

Whilst a will remains an essential component of an estate plan, it fails to deal with what are often the deceased’s greatest assets, their home and superannuation. For this reason, the following estate planning matters should also be addressed:

• Appointment of enduring powers of attorney
• Implementation of superannuation death benefit nominations
• Implementing a re-contribution strategy to benefit the estate
• Determining whether a testamentary trust may be appropriate

With our advice, our clients benefit from the peace of mind that comes from knowing their wishes will be fulfilled.