Estate Planning

What do I need to consider when assessing my estate planning needs?

• Do you have an effective, current Will?
• Do you believe you may require the creation of more complex trusts within this Will?
• Do you have susceptible beneficiaries with special needs?
• Will there be enough money to satisfy your family’s needs in the future?
• Have you considered any tax or other implications of your estate planning arrangements?

These are just some of the issues Australians are faced with every day when considering their estate planning needs. If you answered yes to any of these questions, you should contact your financial planner for advice on developing your own estate plan that works for you and your family.