Estate planning is the process of preparing your will and appointing an executor of the will and or Power of Attorney. It involves the consideration and assignment of nominated beneficiaries, the consideration of all your assets, investments, superannuation, liabilities, business interests and insurance policies.
Having an up to date and well prepared Will can help ensure your assets are distributed in the way you want. The absence of a Will can result in your assets being distributed according to State based legislation.
The complexity of your Will is dependent on your circumstances. In some cases, Estate Planning involves strategies to minimise tax liabilities for beneficiaries and the establishment of Trusts.
Contact us on 03 9429 9775.
Court Financial Services Pty. Ltd. ABN 98 102 474 957 is an Authorised Representative (no. 288103) of AMP Financial Planning Ltd, AFS License 232706.
