Estate planning guide

Planning for the inevitable. Why do so many leave so much unresolved?

Estate planning means bringing together all of the corporate, legal, financial and personal aspects of an individual or couple’s lives.

We are often asked:

  • What do you mean that all of the structures set up by my accountant are not covered by my will?
  • Who would look after the children if we weren’t here?
  • Can I protect my wealth from my daughter’s husband?
  • Is it true that my super fund gets hit for death taxes when I die?

And we hear stories like:

  • My mate grew his dad’s business from virtually nothing. When his dad died, his second wife got it all. They hate each other!
  • I am embarrassed to say that I don’t have a will at all. I have always meant to get around to it.
  • The worst thing was that his family decided to run the business after he died. He would not have wanted that but they didn’t know what else to do. It was a disaster.

The aim is to ensure that wishes for the entire estate are most likely to be fulfilled, no matter what the future holds. Read more below…

Download: Estate planning guide