Enshrine your legacy, look after your partner, minimise tax

Plan Your Estate

It’s morbid but stay with me for a moment the sake of your family. Let’s assume you died yesterday…

What would happen to:

• Your partner and children?
• Your home?
• Your mortgage?
• Your life savings and investments?
• Your superannuation?
• Your insurance policies?

Is it legally and correctly documented:

• What you want for you children, who will look after them and how will they be provided for?
• What would happen to your family home? Would your partner and children be able to stay in the home?
• Whom do you want to receive your assets and life savings? Is it structured properly to ensure they don’t pay excessive tax on their inheritance?

Providing the right assets to the right people in the right way, at the right time without paying more tax than you need to

This is what Estate Planning offers

Do you have plans in place to absolutely minimise the amount of tax your estate and/or children and partner would be liable to pay?

If you are not 100% clear and certain on the answers to these questions then you very likely need a financial planner to help support and advise you; in conjunction with a solicitor.

The thought of dying is never a nice one, buy the thought though of dying and worrying for your partner and kids and their financial well-being is one no person should ever have to feel burdened by.

Yes it is probably a long shot that you will die soon or suddenly, but the fallout and lasting impact on your loved ones if you did without the right plans in place could make a difficult situation exponentially worse.

Is your family looked after? Let’s chat about the risks they are facing right now.