Estate Planning

What do you need to consider when assessing your estate planning needs?

• What will happen financially if you meet your untimely death or become totally and permanently disabled?
• What will happen to your wealth or business assets?
• Do you have an effective, current Will and Power of Attorney?
• Do you believe you may require the creation of more complex structure such as Trusts or Testamentary Trusts within your 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 advisor for guidance on developing your own estate plan that works for you and your family.