Estate Planning

Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.

Estate Planning

Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.

Estate planning is not for the wealthy, it’s for anyone who has assets and wishes to make decisions to pass these assets to their family, friends, or charity on their death.

They want to decide now, whilst they are able to, what will happen to their assets, rather than leaving it up to chance.

Estate planning is the process of making decisions and taking actions, which includes ensuring your wills are written effectively, trusts are in place if required, and lifetime gifts are made if appropriate.

After 25 years in the financial planning profession, we know that deciding when or if to make sizeable gifts, is a science, and an art.

The pleasure of seeing your loved ones benefit now from their inheritance, is the greatest gift you can receive as a donor, and for some donors, it’s important these gifts are protected within the family.

The greatest sadness we see is beneficiaries receiving an inheritance from a death and not using them, or investing them – wasting them in reality, because of their fear of making the wrong decision, or continuing to view the money as not theirs.

We’ll help you address commonly overlooked items that can create significant risks and complications for your loved ones.

Risk Management

Our planners will help you align your estate plan with your financial plan, which includes beneficiary reviews, creating a will or trust, regular updates and reviews, and more.

We will help you to consider:

Power of Attorney

If you are unable to, who should make decisions on your behalf, without court approval?  This would include financial decisions and also medical and health decisions.

Second Marriages

Do your beneficiaries align with your wishes, including your former spouse or children from prior relationships?

Living Will

What will happen if you’re unable to make your own medical decisions?

Trusts

Does your current financial and estate plan consider the use of trusts to protect your estate from hostile creditors and direct the payments where you want them to go.

Legacy Planning

Your planner is here to help you understand how your assets will be distributed under your current estate plan and existing tax laws. We work with our in-house team of estate planning specialists, attorneys, CPAs, and any of your outside professionals to formalize your wishes.

We want to minimise your estate’s administrative burden and maximise the value distributed to your loved ones and the organisations you cherish.

Trust Services

Wills and trusts are a vital component of estate planning. They are legal instructions of where your assets should go, either during your lifetime, or when you’ve passed on. As part of your estate plan, we’ll help you develop a will and/or trust to fit your needs. One of the most important decisions in this process is who to name as trustee.

Even the best drafted document will fail to meet your goals if the trustee selected fails to carry out their role properly.

You’ve worked hard to pursue your financial goals and your family deserves the counsel of an objective professional.

What’s the biggest mistake in life?

The biggest mistake is that you think you have more time.

Time is free, but it’s priceless.

You can’t own it, but you can use it.

You can’t keep it, but you can spend it.

And once it’s lost, you can never get it back.

Our Latest Insights on Estate Planning

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Within 30 minutes we can get to know you – your situation, goals and needs – then we can summarise how we can help you pursue true wealth.

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