Effective estate planning ensures your appropriate assets are with the appropriate people at the appropriate time!
We will work with you to create an estate plan that will help you protect your family’s welfare and hard-earned assets in the event you pass away.
Estate planning is not just about drawing up a will. It is the key way to safeguard your family’s future. It will give you peace of mind that your estate will be handled as smoothly as possible – and according to your wishes.
PRESERVE YOUR ASSETS
Why an estate plan? The end goal of any estate plan is to generate wealth and then protect or quarantine assets so they remain available for distribution as you wish, and not exposed to any risks.
WHY YOU NEED A WILL?
A will provides you a level of certainty and peace of mind knowing you have control over your estate. The only way to ensure this is to have an up to date will in place to provide protection and a future for your family in accordance with your wishes.
Rather than all your assets being distributed upon death, some or all your assets can remain in trust for the benefit of a specific group of beneficiaries named in the will. You would have the power to decide who receives the trust income and capital, and who controls those assets.
SUPER & LIFE INSURANCE
Your super and life insurance are a high value class of assets which need to be carefully dealt with as part of your estate plan so you can maximise their tax effective value.
POWER OF ATTORNEY / GUARDIAN
Who will look after your affairs if you aren’t able to? By providing you with a power of attorney or guardian you can select the person or persons you wish to look after your affairs if you can’t due to illness, an accident or old age.
PREPARED BY A LAWYER
For ultimate protection, we will engage specialist estate planning lawyers for you so that your estate plan is specifically tailored to your needs and circumstances, using an approach that minimises tax, is cost effective and compliments your overall financial plan.
Contact us today to get started.
Preda – We Partner with our clients, to achieve their business and life goals.