You want to ensure that your accumulated wealth is passed on to the right people, in the right proportions and at the right time: that is the ultimate goal of sound Estate Planning!
Estate Planning is a critical element of family wealth management – and topical at present (as per the Courier Mail article ‘Having your way with Will power’ – refer link below). It is important that provision be made for your wishes to be met in the event of your (even untimely) demise – and as soon as there are assets accruing in your name, action should be taken. Estate Planning can be as complex, or as simple as your needs and circumstances call for: the following links provide a gateway to helpful information on this vitally important matter including Wills, Enduring Power of Attorney (EPA) and appointment issues –
Our financial planners are well experienced to assist you with the review of your estate plan; or indeed to assist you with preparation of the material to instruct your lawyer in that matter.