Estate Planning

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Leaving a lasting legacy

No one likes to think of a world without ourselves in it. But that day will come for everyone. When you’ve worked hard for your family, it’s important that everything will be passed on properly to future generations should something unexpected happen to you.

Having your affairs in good shape means you can be sure that your legacy will be handled in accordance with your wishes. And that means your loved ones will be taken care of the way you would want them to.

Estate planning is vital to any financial plan. A good estate plan requires the involvement of skilled legal, accounting and financial specialists to ensure the right funds get into the right hands at the right time.

In conjunction with our estate planning partners we can assist you with:

  • Ensuring you have a proper Will in place
  • Changing your Will if your circumstances have changed
  • Establishing enduring powers of attorney
  • Advising you on what happens to your assets
  • Ensuring your life insurance policies are correct and up to date
  • Explaining what happens to your super, debts, etc, after you’ve gone
  • Ensuring your business affairs are taken care of

You can enjoy an obligation-free discussion with us about your Will and your legacy, anytime you choose, simply call 03 9583 3400 or visit our  contact us page, complete the enquiry form and we will call you.

Estate Planning is often a touchy subject because no one really likes to think of a world without themselves in it. But once we work past that we have that ‘I want to leave something behind when I’m gone’ mentality, one where you can make a lasting difference. While your legacy is much more than just money, when you’ve worked hard for your family it’s important that a sound strategy is in place to protect your wishes for this important life moment.

Planning helps you to consider who you want to leave something to, be it your family, a charity or other institution, and leads to the development of a plan to get you there.