Estate Planning

Most people know they should have a will.
Not everyone has one.  It is like arranging a dental checkup when you do not have a toothache.

Do it now.
Let us help.

Few people have also considered :-

Testamentary Trust created through the will,  to make life much easier for partner or family with regard to asset security, taxation and pensions. Have the parents or grandparents done so ?

Enduring Power of Attorney – financial, so that someone can deal with your affairs when you are not able

Advanced Care Directive, or “Enduring Power of Attorney – Medical”.  Make sure your wishes are respected with regard to life support and medical treatment.

Enduring Power of Guardianship .  Making Lifestyle decisions if the person loses capacity.  examples. Where to live, general health care etc.

Financial; advisers need to understand Estate planning for clients because the questions arise immediately as one decides who is to benefit from a super fund if you die or issues regarding life insurance or any tax matters across generations.