Estate Planning

An estate plan is a series of documents that outlines how you want your assets distributed after your death, as well as who will make decisions about your legal, financial, medical and lifestyle affairs if you become ill or cannot make these decisions for yourself.

It includes legal documents such as wills, powers of attorney, powers of guardianship, testamentary trusts and superannuation death benefit nominations. Estate planning is incredibly important, as it ensures a smooth and efficient transfer of your wealth to family or beneficiaries, in the most tax-effective manner. It also gives you control over how your wealth is distributed and ensures that any debts or financial arrangements don’t become a burden on your family after your die.

As the trusted financial adviser for generations of Sydney families, we can help you prepare an estate plan as part of your overall financial strategy. We will work closely with your accountant and lawyer to protect your wealth and make sure your estate plan is implemented in line with the latest laws and regulations.