Estate Planning aims to ensure that on death...
The right assets go where you want them, and when you want them. For instance are there enough funds available to look after your loved ones? Would unnecessary tax be paid? Would assets go to the right people, and would children be mature enough to cope?
The preparation of a will is an essential part of the estate planning process. It is recommended that you review your will regulary to ensure your estate is handled appropriate to your wishes. You should also consider signing an enduring power of attorney, so that in the event of your incapacitation, your attorney (i.e. your partner or some other trusted friend) can manage your affairs rather than the public trustee.
Who is qualified to provide Estate Planning services?
There are several professions that provide the various parts of an estate plan. Legal, Financial, and Taxation professionals may all be required, depending on the complexity of the situation. We are able to provide the necessary services and out source where necessary.
When should I have an Estate plan drawn up?
If you have any family or dependants you wish to provide for, and you haven't considered how to do so, you need to plan your estate NOW! Even if you have a valid will, things may have changed sufficiently for the provisions of the will to be inadequate for your circumstances.
Any more questions, Please feel free to contact us.
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