Estate planning

You can have greater peace of mind that your loved ones will be looked after when you die, or if you can’t make decisions for yourself.

If you plan ahead your assets can be distributed according to your wishes. This is called ‘estate planning’.

We can also make sure your family can access money when it is needed and without unnecessary delays. This can relieve you or your family from financial burdens if you are unable to provide for them yourself.

When planning your estate, you need to ask:

• What is covered by a Will?
• How can a Power of Attorney (PoA) help me and what does it cover?
• How can I minimise any tax liability to people who will inherit?
• Who should own my life insurance policies?
• How should I nominate my beneficiaries for superannuation and life insurance?

For answers to these questions and more advice about estate planning, click on the enquire button or call 1300 655 014 to book an appointment with a Financial Planner.

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