Estate Planning Advice2022-06-06T02:09:57+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.

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.

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 planning once more.

Contact Us About Our Estate Planning Service

If you would like to speak with an experienced estate planner 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

Thinking of contacting a financial advisor on The Sunshine Coast about wealth creation, retirement / estate planning advice, superannuation planning or other specific plans? Then 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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