Estate planning

Estate planning is the process of anticipating and arranging for the disposal of your personal assets or estate when you die. A smart estate plan will eliminate uncertainty over who will receive your personal assets when you die and maximise the value of your estate by reducing taxes and other expenses. In some cases a smart estate plan will make arrangements for the care of your children or a loved one with a disability.

Your estate plan should take into account those assets that will pass to somebody else because they are jointly owned with them, the proceeds of a life a policy, orsuperannuation and pension death benefits that may go directly to a dependent and bypass your estate.

We work with you and your advisers, such as your solicitor or accountant, to ensure you have a smart estate plan that will give you peace of mind that your personal assets will be distributed after your death to your intended beneficiaries and in a tax effective manner.