Investment Strategies from Ethica Private WealthYour Sunshine Coast Financial Planning Specialists
When the team at Ethica Private Wealth Specialists structure an estate plan, they look at a number of factors to ensure the distribution of your assets are done in the most financially viable and tax-effective method in-line with your wishes.
An estate plan will come into effect in the event of your death or if you become unable to manage your affairs. If you don’t have a legally valid Will or estate plan before one of these events, you may add extra costs and stressors for your loved ones in an already difficult situation.
What does an Estate Plan do?
- Gives you professional advice on structuring your assets in a way that gives you access to tax advantages.
- Ensures your wishes are clearly recorded in legally binding documents.
- Gives you peace of mind that your affairs will be managed by someone you trust if you become unable to manage them, or die.
- Protects your children’s inheritance despite potential relationship breakdowns.