Estate Planning urgency is highlighted with the passing of a family member without a valid Will. This is the document that guides in the administration of a deceased estate.
The ultimate goal of sound Estate Planning!
You want to ensure that your accumulated wealth is passed on –
- to the right people,
- in the right proportions, and
- at the right time.
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 be at play. As soon as there are assets accruing in your name, including life insurance within superannuation, action should be taken.
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 –
How can Continuum Financial Planners help?
Our financial planners are well experienced to assist you with the review of your estate plan. 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
- complete the linked Book A Meeting facility at your convenience.
(This article was first published in August 2012. It has occasionally been refreshed/ updated, most recently in December 2024.)
