The Estate Planning Process

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The SMART Estate Planning Process


Estate Planning is important in ensuring that your wishes are met both during your lifetime, and after your death. Your Estate Plan ensures that upon your death, your assets will be managed and transferred in the most financially efficient and tax-effective way to the people you wish to benefit.

An Estate Plan includes:

  • Your Estate Briefing paper
  • Wills
  • Testamentary Trusts
  • Enduring Power of Attorney (EPOA)
  • Asset protection tailored to your situation.

Your assets may include property, shares, superannuation, insurances or valuables.

In short, an Estate Plan formalises your wishes in writing, and ensures there is no uncertainty on how you would like your assets handled.

As accountants & financial advisors we are best placed to truly understand your personal and business structure to discuss with you your wishes, identify tax efficient strategies for your estate planning, and ensure this is all correctly articulated to a lawyer so that your Will truly reflects your intentions.

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