Estate Planning Advice
Do you have a will?
If not, you are potentially leaving the people you care about - and the assets you’ve worked so hard to build - vulnerable. Avoid leaving the distribution of your estate in other hands. Instead, speak to a specialist estate planning advisor from our team and let’s ensure the right people are looked after as per your wishes.
Estate planning advice to protect your family and future
Estate financial planning is more than ordering a will kit online and letting it sit under a stack of bills gathering dust.
When done properly, an estate plan protects your assets and provides for your family in the event of incapacitation or death. Good estate planning also ensures that ‘non-estate’ assets (including superannuation, life insurance, jointly owned assets and assets owned in a trust or companies) are dealt with according to your wishes. All this goes a long way in giving you peace of mind that, upon your passing, you continue to look after the people who matter most.
We understand why anyone would want to avoid thinking about this - it is a confronting subject. However, we have a highly experienced estate planning advisor here to make the process as seamless and considerate as possible.
What our estate planning services include
Wills
Enduring Power of Attorneys
Medical Power of Attorneys
Testamentary Trusts
Binding Nominations
Tax Implications
An excellent financial advisor considers wills as part of a client’s overall financial plan. Our estate financial planning expertise examines every element to ensure you feel secure about your state of affairs. You can expect specialist advice on:
For the best estate planning in Melbourne, contact our team
Our financial services deliver specialist knowledge and advice across all areas of creating and validating your will. Speak to a member of our team today, and let’s organise a no-commitment, no-cost initial consultation so you can see just how smooth this process can be.
