Estate Planning

You’ve spent a lifetime building your wealth, when it comes time to use your assets to secure the financial well being of your family you want it to be done in the most effective and efficient manner.

Estate Planning is an essential component when considering the establishment of the most structured and meaningful succession plan.

Estate planning is about more than just preparing a valid Will. It is about giving yourself proper control of your assets and ensuring that they go into the right hands at the right time after your death. The plans you make today can make a significant difference to how much of your wealth and assets are transferred in the future. Unfortunately, no one knows what the future holds and it is important that you plan your estate to ensure that the money and other wealth you have accumulated goes to the people you intended.

“In this world nothing is certain but death and taxes”  – Benjamin Franklin

  • Ensure the ownership and control of your assets passes to your intended beneficiaries in the right proportions
  • Minimise the tax impact on your estate and beneficiaries
  • Ensure your estate is administered in a cost efficient and timely manner
  • Protect assets if a beneficiary is involved in any legal difficulties (for example, bankruptcy or divorce) or under a legal disability.

Essentially, a good estate plan can provide you with peace of mind and help avoid potential complications for your beneficiaries. Your adviser can help to ensure a smooth transition and tax effective transfer of assets by putting the right structures in place and ensuring early, careful planning.

To find out more about Estate Planning, contact Investment Options (Aust) on Ph. 4775 5199.

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