If you were to suddenly pass away tomorrow, how would your family survive financially?
It's something that we never like to think about, but a poorly structured estate could leave your assets (and by association, your loved ones and dependants) tied up in legal red tape in the event of your death.
Learn More Book an appointmentEstate Planning is not just about having a Will
So what is Estate Planning?
Estate Planning involves the review, management and control of your personal, family and business affairs according to your wishes while you are alive. Sometimes Estate Planning can be as simple as having a Will, but often involves more complex aspects including power of attorney and legal guardianship.
A well-constructed Estate Plan can protect your assets and save your family, friends, and/or business partners a great deal of angst when the inevitable happens.
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Are there any tax benefits?
Yes! Any payments to a proven spouse and/or dependant are typically tax-free. However what about your non-dependant children? Close friends? Business partners?
A well structured Estate Plan can minimise the tax payable by beneficiaries of your estate upon receiving any benefits. There is no effective 'one size fits all' approach to Estate Planning, so engaging an adviser that understands the tax intricacies of a complex Estate Plan can result in significantly more benefits being paid out to your beneficiaries.
Book a FREE appointmentWe understand your unique circumstances and can help establish an estate plan that's right for you. Start planning your estate today.
Still not convinced?
We know that talking about and planning for the inevitable is a big deal for most people and, understandably, you may be reluctant to start making any preparations.
If you are interested in learning more but are not quite ready for a one-on-one consultation just yet, perhaps you would be keen to join other like-minded individuals by attending one of our FREE informational seminars.
Each seminar that we host is a very informal and casual affair where attendees can learn more about Estate Planning and ask any questions that they may have before making any sort of committment.
Find out about our next seminarA question? An appointment?
Sample Financial Services welcomes your enquiry. To ask a question or to book your FREE initial consultation simply complete and submit this form and we'll get back to you within 24 hours.
For your convenience we are happy to arrange meeting times after hours as well.
- 29 Sample Road, Suburbville VIC 3000
- (03) 9854 6254
- (03) 9999 9999
- info@plannerweb.com.au