DON’T DIE
WONDERING

Right Now is the time to put Estate Planning into place.

No one wants to think about death, let alone talk about it. It’s not one of those things we can push the pause button on so that we can sort out our estate planning – that’s why the time is NOW!

 

Individuals

Whether you have a little or a lot, a home or family trust with assets, Estate Planning is ESSENTIAL to ensure your assets go to the people you want them to. To ensure your assets are distributed according to your wishes, means good estate planning. Our small business tax champion and tax specialist, Steve Wildes, specialises in the area of estate planning to make sure that your estate is set in accordance to your wishes.

Business Owners

Estate Planning MUST be put in place for small business owners. With many businesses held in trusts and private wealth assets held in trusts and SMSF’s, it is vital that your Estate Planning is tax effective and in place. Our small business tax champions can help you. If structured correctly, tax on your estate assets will be at the minimum legally and your loved ones will be in the best place financially.

Risk mitigation is key when it comes to estate planning. Wills and Powers of Attorney are of course a large part of estate planning, but they are considered to be the end product. Plan right from the beginning to reduce the risk of your wishes not being followed.

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