Wills & Estate Planning

Most people don’t plan their death or incapacity. But ensuring your wishes are followed should you die or become incapacitated is an essential element of a good financial plan.

Almost always a will is a key part of your estate planning, but really good estate planning considers much more. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants. It is also vital that your estate ensure that your affairs are handled as efficiently and cost-effectively as possible.

In addition, we will discuss:

  • who would you want to control your assets if your were unable to?
  • who would you want to make decisions in relation to your health care and residential decisions if you were alive, but unable to make those decisions for yourself?

For more information about Wills & Estate Planning contact acumen advisers.

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