Estate planning is a topic that most Australians would rather not think about – or simply put in the ‘too hard basket’.  However, understanding exactly how your assets would be handled in the situation of a significant life event (including death or incapacitation) is an important area of a person’s overall wealth plan.

If your estate plan isn’t complete or has failed to include certain considerations it could cause significant risks for your hard earned wealth or have significant unintended tax implications.

We hold our clients hand through the entire estate planning process and assist with the preparation of the right documents to ensure that the right assets end up in the right hands, assets are protected and wealth is preserved. 

Book a complimentary, obligation-free meeting today so that we review your current estate plan and comment on its tax effectiveness.