Effective estate planning means having clarity on your wishes in the event of your death or if you lose your ability to make decisions, and having legal documentation and arrangements in place to make sure your wishes are appropriately addressed.
You’ve managed your money well throughout your life. But what if you were to unexpectedly pass away? Or if you could no longer make decisions for yourself?
Has a solicitor prepared legal documents for you that capture what you want to happen with your assets, and to the control of your companies, trusts, and businesses you currently control? Do you have legal documents in place that allow someone else to make decisions for you?
Having an effective estate plan means having clarity on your wishes in the event of your death or if you lose your ability to make decisions, and having legal documentation and arrangements in place to make sure your wishes are appropriately addressed. This extends beyond your personal assets to making sure things are in order for your business, your trusts, your superannuation, and any company you are involved in.
Leverage your adviser’s years of experience in helping you understand your options, and in liaising with expert solicitors, to ensure things are well taken care of when you’re unable to make your own choices and after you’re gone.
