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The future of your family is important, make sure they’re well protected and provided for with the help of our financial advisors.

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Why Choose Our Estate Planning Advice?

We listen to your needs

Everyone’s place in the world is different. We take the time to understand you and your beneficiaries specific and unique needs, and make sure we properly understand the situation with your estate.

We’re comprehensive and thorough

A mismanaged estate plan can leave your beneficiaries with unclear inheritance and burdensome extra taxes. Our processes let them free to relax with organised and well-planned estate management going forward.

We care

We know how important your estate planning is. After all, this is what you’re leaving behind to your family and descendants. We make sure that your legacy plan covers all angles, and that your assets end up in the right hands.

Nervous about your legacy and your family’s future?

Don’t be, let us help by booking a free consultation today.

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ESTATE PLANNING

Planning your estate isn’t easy, especially if you’re confused on how to make sure your assets end up where you want them. Our financial advisors and lawyers are experts in the field, and help you cut away the confusion, get your assets secure and make a plan to keep your beneficiaries happy and provided for.

Estate Planning

The Power of a Plan

HOW CAN WE HELP YOU?

Estate planning is difficult. Even more so now than in the past with the addition of superannuation law and digital asset handling. It can be hard to know how to start.

That’s where we come in. Our estate planning advisors help you construct a concrete plan. They’ll help in dealing with any tax issues ahead of time, settling who gets what and when they get it, and clearing away any confusion on what is or isn’t included in your estate and how to help your beneficiaries get the most out of it. They’ll also help you in ensuring your superannuation goes to your beneficiaries after you pass, and making sure your digital assets aren’t lost to service agreements and unhelpful customer service reps.

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Our Estate Planning Process

How we help protect your legacy and plan for the future

We perform a full Asset Stocktake

We do a full review of what makes up your asset portfolio, anything that could be passed onto your descendants and any taxes or expenses attached to them. We also take the time to understand your needs, and what it is you want from your will.

We establish the groundworks

We work out who will possess the right of attorney, as well as deciding the responsibilities of your executor and drafting your initial will. Here we’ll also go through the process of organizing your digital assets and ensure your super gets to your estate beneficiaries with the minimum amount of tax

We help you plan your beneficiaries and will

We outline who will be receiving what, when and how they’ll be receiving it, and any limitations or control measures put in place. This is where the meat of the action takes place, and the formal will is laid out in full.

We help you make the final decisions

Here we help you choose the trust most suited to you and your beneficiaries current and future needs. We also help to allow your beneficiaries to legally reduce capital gains liabilities on assets and reduce or eliminate tax on income generated from their inheritance such as death benefits tax (which can be as high as 32 per cent).

Want to be sure your descendant’s inheritance will be safe?

Plan your Legacy with our Estate Planning Advice

Still Have Questions?

Estate Planning FAQ

If you still have any questions about estate planning, how the service works and what we can do for you, we’re more than happy to help. We’ve answered some of our most frequently asked questions to help you get started.

Here is a list of items every estate plan should include:

  • Will/trust.
  • Durable power of attorney.
  • Beneficiary designations.
  • Letter of intent.
  • Healthcare power of attorney.
  • Guardianship designations

Since trusts usually avoid probate, your beneficiaries may gain access to these assets more quickly than they might to assets that are transferred using a will. Additionally, if it is an irrevocable trust, it may not be considered part of the taxable estate, so fewer taxes may be due upon your death.

If you die without a will, it means you have died “intestate.” When this happens, the intestacy laws of the state where you reside will determine how your property is distributed upon your death. This includes any bank accounts, securities, real estate, and other assets you own at the time of death.

Individual assets include all property titled in the decedent’s sole name without co-owners or payable-on-death and beneficiary designations. They commonly include bank accounts, investment accounts, stocks, bonds, vehicles, boats, airplanes, business interests, and real estate.

Superannuation is only dealt with by your Will if the trustee of the super fund elects to pay it to your estate. Superannuation can also be paid directly from the fund to your dependents without going through your estate. Most super funds allow you to provide a nomination that tells the trustee of the super fund where you want your member balance paid at your death.

“Digital assets” includes files stored on my digital devices, including but not limited to, desktops, laptops, tablets, peripherals, storage devices, mobile telephones, smartphones, and any similar digital device which currently exists or may exist as technology develops or such comparable items as technology develops.

Without proper planning, digital asset protection laws will stop your family from gaining access to your digital assets. However, if you include things such as passwords for accounts you want passed on, and specific language stating you wish for the accounts to be passed to someone else in your will, then you are much more likely to be able to bypass these laws and ensure your digital assets are not lost.

If we didn’t answer your question, get in touch with us

 

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