The passing of a family member without a valid Will arouses Estate Planning urgency.
The Will (often referred to as The Last Will and Testament) is the document that guides in the administration of a deceased estate.
The ultimate goal of sound Estate Planning!
Passing on your accumulated wealth –
- to the right people,
- in the right proportions, and
- at the right time,
is a high priority for most families.
Estate Planning is a critical element of family wealth management.
It is important that provision be made for your wishes to be met in the event of your demise. Remember that death isn’t only an old age phenomenon, illnesses and accidents can also trigger the need for adninistration of an estate. As soon as there are assets accruing in your name, including life insurance within superannuation, action should be taken in this regard. Bearing this in mind, many young people – with insurance in their superannuation account – should consider how this will best be distributed in the event of their demise.
Estate Planning can be as complex, or as simple as your needs and circumstances call for. The following links provide helpful information on this vitally important matter including Wills, Enduring Power of Attorney and appointment issues –
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- ContinuumFP Articles Library (search Estate Planning)
- ContinuumFP Services Page.
How can Continuum Financial Planners help?
Reviewing estate plans is a specialisation of our experienced financial planners. Indeed we can assist you with preparation of the material to instruct your lawyer in that matter, usually at considerable cost saving to you.
To arrange a meeting with our Estate Planning and Estate Administration experts –
- call our office (on 07 34213456) or
- at your convenience use the linked Book A Meeting facility.
(This article was first published in August 2012. We occasionally refresh/ update it, most recently in June 2025.)