What is an Estate Briefing Paper?

HomeLearning CentreVideos & Webinars

What is an Estate Briefing Paper?


Your Estate Briefing Paper is your final guideline to ensure that all your hard work is not dissolved with unnecessary fees or taxes, and that your beneficiaries will not be financially burdened. It can be somewhat considered as a map. A map of where you are now, and what is to happen with all pieces of your life after you are gone.

Having an Estate Briefing Paper prepared by strategic tax advisors means that we can guide the structure of your Estate Plan to ensure your assets will be managed and transferred to your beneficiaries in the most financially efficient and tax effective way.

You may take your Estate Briefing Paper to your own lawyer, or you may choose to work with our lawyer to confirm your Estate Plan meets all the legal requirements to ensure a water-tight strategy.


NEED AN ESTATE PLAN? LET'S TALK NEED AN ESTATE PLAN? LET'S TALK

16 Feb

Protection For Every Stage Of Life


READ MORE READ MORE
19 Jan

Divorce & Relationship Breakdowns

The tax impacts you need to know with divorce and relationship breakdowns including some of the areas that may impact you and where you may need assistance for your SMSF, Trusts and Estate Planning.


READ MORE READ MORE
6 Dec '20

How much insurance cover do I need?


READ MORE READ MORE