Estate Planning Advice2023-04-24T03:18:37+00:00

Estate Planners On The Sunshine Coast

Estate Planning takes into consideration many factors not just a Will. It’s about ensuring the distribution of assets are completed in the most financially viable and tax effective way according to your wishes. Setting up an Estate Plan is one way to reduce the potential for stress on the loved ones you leave behind.

We can give you professional advice. This could be on structuring an Estate Plan that will give you peace of mind, ensure your wishes are clearly recorded and to safeguard your children’s inheritance. We will also work closely with your accountants and lawyers to ensure every detail is taken into consideration.

If you would like to speak with an experienced Sunshine Coast estate planner, then simply contact us for a free initial appointment today.

Here’s a snapshot of what you need to know.

As you move through life, you will acquire more assets. Ensure your loved ones are looked after, and your wishes are met with our estate planning services. With the help of an experienced estate planner in Maroochydore, you can be assured that financial, legal and other priorities are in place.

18-35 Years

At this stage of life, you may start to acquire more financial assets and start a family. We can help establish an estate plan to ensure your estate is distributed according to your wishes.

35-55 Years

Review your current plan as your portfolio (and family) grows. Keeping your estate plan up to date is important to ensure your estate is distributed as you see fit.

55+ Years

As your family grows, and grandchildren come in the mix, you may wish to further review your will and estate plans. Tick this off your bucket list and relax knowing your legacy is protected.

Contact Us About Our Estate Planning Service

If you would like to speak with an experienced estate planner in Maroochydore about anything to do with your will or estate plans, then contact us for a no obligation introductory chat today.

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Assessment Session

Would you like to speak with a financial advisor on The Sunshine Coast about wealth creation, retirement / estate planning advice, superannuation planning or other specific plans? Then simply click below to book your FREE Financial Assessment Session. We can discuss your situation and goals, then talk about ideas to best achieve what you want to happen.

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