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Estate Planning

An estate plan may incorporate one or more of the following:
  • Preparing to avoid unnecessary taxation
  • Maximising tax distributions to estate beneficiaries
  • Testamentary trusts
  • Family trusts and/or hybrid trusts
  • Asset protection strategies to protect your beneficiaries
  • Superannuation strategies to maximise benefits
  • Nominating successors to exercise your discretionary trust powers
  • Power of Attorney and Enduring Guardian appointments
  • Will interpretation
  • Informal wills, statutory wills and defective wills
  • Testamentary capacity and undue influence claims
  • Probate, Letters of Administration and administration of deceased estates
  • Contested Estates and Family Provision Act claims
  • Removal and replacement of executors and trustees
Many people have a hard time getting started on inheritance planning. It may be something that you don’t want to think about. That is why you need a financial planner in Sydney that is sympathetic and understands the intricacies of inheritance law and estate planning. Our Financial Planners can provide you with the estate planning advice that you need. With passing on your wealth you must keep in mind that you are passing on the opportunities and responsibilities that are part of it. That is why you need a financial planner to help you deal with these burdens.
 
There are many aspects that you need to take into account when leaving your legacy. You need to account for individual situations and wishes and ambitions when planning your estate which a financial advisor can help you with. The most important aspect to consider is how to draw the plan up. A financial advisor can help you to develop your total financial plan that will take into account asset protection, retirement, tax liabilities, insurance, wealth protection, and estate planning.
 
Careful estate plan will help you to prepare for the transfer of assets to future generations while limiting your tax liabilities. It is essential to plan your estate during your lifetime and not leave it for tomorrow.  You should also be up to date with implications of death benefits inside self managed superannuation (SMSF).
 
Estate planning consists of excellent preparation which a financial advisor can help you with. We can help you take into account your individual situations, wishes, and ambitions. Our financial advisors will help you to develop a global plan that will address asset protection, retirement, tax liabilities, wealth protection, estate planning, insurance which will cover who will be in charge of administration the estate as well as how assets will be distributed. A will is necessary to your estate but you need to be aware that it will not cover every aspect of your estate.
 
Your estate planning needs go beyond just constructing a will. Our financial advisors can help you device a plan that will govern the assets that make up your estate as well as allowing your intentions to be carried out. Many Australians have assets that are not covered by the estate.
 
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