Estate Planning

Keywords: Estate Planning

After working hard all of your life to create the wealth you have, it is essential that your wealth transfers smoothly to your chosen beneficiaries. Estate planning involves managing the transition of wealth between generations. This may require setting up Wills, Powers of Attorney and, possibly, Testamentary Trusts to ensure your assets are dealt with in accordance with your wishes.

At Strategic Wealth, we believe that estate planning is an important part of your financial plan, addressing the issue of appropriately distributing your wealth in a tax effective manner.

Yet, sound estate planning is equally important while you remain alive. It can have a major impact on how your affairs are managed in the event that you are mentally disabled either temporarily or permanently. A well constructed estate plan will enable your chosen, trusted relation or friend to provide guidance on important financial matters and other issues.

There are a number of important areas to consider including:

  • Preparing Wills (both simple and complex, which may include the incorporation of Testamentary Trusts)
  • Selecting the Executors of the Estate
  • Developing Superannuation Death Benefit Nominations
  • Arranging Enduring Powers of Attorney (Financial, Medical Treatment and Guardianship)
  • Creating philanthropic strategies.

Keywords: Estate Planning



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