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Providing insurance & financial advice for more than 40 years
(02) 8268 2900

Estate Planning

Plan for the future – not matter what it holds.

No matter what your net worth, to ensure your family and financial goals are met after you die, it is essential that you have an Estate Plan in place.

 

Estate Planning involves the coordination of what would happen to your home, your investments, your business, trust entities controlled by you, your life insurance, your superannuation interests and other property, if you become incapacitated or die.

 

While creating a will is integral to basic Estate Planning, successful and effective Estate Planning includes so much more. The benefits of establishing and maintaining a successful Estate Plan include the provision of a legacy, minimising the impact of taxes and other costs that contribute to estate erosion, and peace of mind – achieved through the surety that the wealth you have accumulated will continue to be a source of security for significant others.

 

Estate Planning should reflect your individual circumstances and preference, and be viewed as an ongoing process. Importantly, Estate Plans need to be reviewed and revised regularly, as family, economic and taxation circumstances change.

 

To find out more call (02) 8268 2900 and speak to one of our Advisors, obligation free.

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