SERVICES WILLS & ESTATES INHERITANCE MANAGEMENT

Inheritance Management

Prevent the State deciding the distribution of your estate

An important part of the financial planning process is to ensure that the assets accumulated during your lifetime are distributed in accordance with your wishes upon death. A common misconception is that an estate will automatically pass to a spouse or family on death. However, the following assets which can be of substantial monetary value, may not necessarily form part of a person’s estate:

  • An important part of the financial planning process is to ensure that the assets accumulated during your lifetime are distributed in accordance with your wishes upon death. A common misconception is that an estate will automatically pass to a spouse or family on death. However, the following assets which can be of substantial monetary value, may not necessarily form part of a person’s estate:.
  • The family home (if owned as tenants in common).
  • An individual’s superannuation entitlement (e.g. a person’s death benefit)
  • The proceeds of life insurance policies (depending on ownership).
Without an appropriate record of how you intend to distribute your assets, there is the risk that intended beneficiaries may receive little or none of your estate. Inheritance Management is a complex area and advice should be obtained to help make relevant goals to ensure that assets pass to intended beneficiaries, minimising tax liabilities associated with the receipt or sale of your assets, and avoiding legal issues and court delays.

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WILLS & ESTATES

Wills and Estate Planning provides a solid foundation for the management of your affairs while minimising stress for loved ones.

GETTING STARTED WITH SMSF

Getting started with setting up an SMSF can be daunting as there are mandatory steps, rules and regulations. We make it easy!

SUCCESSION PLANNING

Succession Planning ensures your hard work continues to pay off for you and your family for many years to come.

INSURANCE

Having the right insurance can help you stay on top of debts, pay for medical bills and maintain a reasonable lifestyle without an income..

FINANCIAL PLANNING

Take the proactive approach to your financial future and achieve the lifestyle you desire now and in retirement..

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