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Estate Planning

A Will is a legal document that sets out a person’s wishes for the distribution of their estate assets after their death.

What is Estate Planning?

Estate Planning is a term which relates to the steps and strategies we should have in place when considering how we want our affairs to be managed after we pass away. Getting your estate in order is very important for various reasons. Not only is it the only way to ensure that whatever is rightfully theirs goes to your legal heirs, but estate planning is also vital to protect your assets and your property from unnecessary estate taxes that may be levied upon your death. Yes, death is a topic that most people are uncomfortable talking about. But since it is an inevitable outcome in every person’s life, it is important to take care of legal matters when we are alive so that our families and loved ones can be protected. Planning your estate right down to the last detail will enable you to do just that.

 

This may include, but is not limited to:

 

  • Creating a Will
  • Appointing an appropriate Executor
  • Appointing an appropriate Guardian
  • Appointing a Power of Attorney
  • Creating a Testimony Trust to protect your estate and beneficiaries

 

It’s vitally important that you get the best possible advice when doing your Estate Planning.

How much does Estate Planning cost?

Depending on the complexity of your situation, Estate Planning can involve input and advice from a range of professionals and experts. Proper Estate Planning extends beyond the creation of a Will, and it is by far more important you have precise planning, rather than the cheapest solution.

 

You may also have the ability to utilise your Superannuation funds to pay for your Estate Planning needs.

 

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Life Plan FP is a small boutique dealer group striving to make a difference for it`s advisers and their clients by assisting its advisers in all areas of their business’s.