Estate Planning

Estate Planning

Where will it all end up?

According to the Public Trustee, recent statistics suggests that only around 50% of adult Australians currently have a valid will, and as the saying goes, "Failing plan is planning to fail."

Make sure everything goes as planned

We work hard to build up our assets and savings and without valid estate planning, what happens in the event of your passing may very well go against your wishes. 

Dying intestate, that is, dying without a will, or even an invalid one, means that all of your belongings will be dealt with as state regulations require and are quite likely to incur unnecessary tax liabilities for the beneficiaries.

Making sure that you leave behind a clear and unambiguous will ensures that all of your last wishes can be fulfilled, leaving you with the peace of mind that comes with knowing that everything will end up where it should.

To find out more, or to book an appointment, call us on 1300 930 106.  Alternatively, you can find more information here .

Talk to us