Estate Planning
Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you. You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.
More than just a Will estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.
How WealthPartners can help
In conjunction with legal and accounting professionals we can help you with:
- Ensuring your Will is current and properly drafted
- Granting Enduring Powers of Attorney
- Reviewing if a family trust is appropriate for your situation
- Identifying whether it is appropriate for you to have Testamentary Trust in place
- Finding the most tax effective manner of passing your assets onto your loved ones (beneficiaries)
- Reviewing your life insurance policies
- Ensuring your nominated beneficiaries are correct for your superannuation
- Gifting to charities
- Identifying the right structure to pass on the family business
- Dealing with capital losses and capital gains
- Dealing with family debts
To discuss your Estate Planning needs please contact one of our qualified Financial Advisers at WealthPartners on Phone 1300 001 988
Make the right financial decisions now and in the future
Financial planning is about more than just managing money. It’s about providing you with choices and the freedom to pursue the things that matter most to you and your family now and in the future.
01
Define what matters most to you
We start by helping you identify what matters most to you and your family.
02
Create a roadmap to achieve your ambitions
We leave no stone unturned to design a tailored plan unique to your situation and goals.
03
Stay on track and enjoy life
We provide guidance and support so to keep you accountable and on track with your money and life.