Estate Planning
Estate planning is more than just getting a will. It’s about developing a strategy, tailored to your particular financial circumstances, that deals with your assets and investments if you were to pass away.
Estate planning is to provide you and your loved ones peace-of-mind that your assets will be passed on to your beneficiaries in the most effective way.
Our estate planning service can help you with:
- Creating a legally-binding will.
- Nominating a power of attorney in case something were to happen to you.
- Understanding the pros and cons of testamentary trusts.
- Navigating the tax implications that may affect your heirs.
- Ensuring your superannuation is dealt with.
Estate plan ensures that your wishes will be carried out upon your death & loved ones avoid any disputes or messy legal battles.
Our experienced wills and estate panel delivers sound advice on the following areas:
- Wills & Estate Planning
- Powers of Attorney – Enduring and Medical
- Estate Administration
- Estate Litigation
To provide the most appropriate wills and estates strategy, fully tailored to your needs, they will discuss with you the relevant issues, including:
- Jointly held assets
- Holdings in a family company
- Interest in a business / family trust
- Life insurances proceeds
- Superannuation fund proceeds
- Testamentary trusts
- Protection issues for disabled and financially vulnerable / bankrupt beneficiaries
- Record keeping and valuations
Our panel of highly skilled legal practitioners take the time to get to know you and will deliver a concise personal legal advice that you can rely on.
HIGHLY RECOMMENDED BY OUR CLIENTS
What is estate planning?
When you heard the words estate planning, creating a will is probably the first thing that springs to mind.
But estate planning is about more than wills. It’s about developing a strategy, tailored to your particular financial circumstances, that deals with your assets and investments if you were to pass away.
Estate planning has one simple purpose: to provide you and your loved ones with the peace-of-mind that your assets will be passed on to your nominated beneficiaries in the most effective way.
Our estate planning service can help you with:
To put it simply: developing an estate plan ensures that your wishes will be carried out without any problems in case the worst were to happen.
We help you to create this financial security with the confidence and ease that only guidance from experienced professionals can give.
Why is estate planning important?
We know that you work hard for your money, so we’ll work hard to make sure that the results of your labour are being protected even after you are gone.
Developing a clear estate plan can help to ensure:
Without a thorough estate plan, your family’s financial security may be subject to differing state laws or other external factors that prevent them from inheriting what you’d like them to inherit.
Don’t make your loved ones shoulder that added stress through inaction.
While a professional financial plan helps you to tackle life’s everyday financial challenges, a comprehensive estate plan makes sure that the wealth you worked hard to grow will be protected and distributed according to your wishes.
That’s why our team of expert financial advisors work together with you to create an estate plan that complements your overall financial plan. By doing so, we ensure that your estate is protected both now and in the future.
Disclaimer: Veyron Wealth Group does not provide mortgage broking services. Instead, we’ll refer you to one of our expert mortgage broking referral partners who will provide this service to you.
