It’s a fact of life, what will happen when you’re gone? How will you distribute your wealth? How will your loved ones endure, if you demise is unexpected? What is the legacy you wish to leave? While we do not wish to dwell on it, these are important discussions we need to have.
Planning for an estate is emotional and complex, and is about more than a Will. A well thought out estate plan is about understanding who will control your assets, and who will make key decisions for you in the event you are unable to make them for yourself. We can help:
- Prepare for intergenerational strategic planning by understanding your family tree, wishes and intentions.
- Ensure your assets are distributed as per your wishes.
- Explain the tax consequences of various estate planning strategies.
- Ensure non-estate assets such as superannuation are incorporated in you estate plan.
- Understand where you have gaps in your estate plan, and connect you with specialist estate planning lawyers.
At simplify FP we can ensure all your wishes are firmly documented and your loved ones are well taken care of.