Estate Planning
Estate Planning gives you peace of mind knowing the people you care about are looked after if something happens to you. If you have assets such as a home, superannuation, investments, or a business, planning ahead helps ensure they are managed and distributed according to your wishes.
More than just creating a Will, estate planning involves arranging your assets so your life savings go to the right people at the right time, in the most effective way.
Why Seek Financial Advice
Estate planning can be complex, involving legal, tax, and financial considerations. Working with experienced professionals ensures your plan is comprehensive, up-to-date, and aligned with your overall financial goals.
How We Can Help
Professional Money Management works alongside legal and accounting experts to provide guidance on your estate planning needs.
We can help you:
- Ensure your Will is current
- Determine if you have the correct beneficiary nominations in place
- Establish Enduring Powers of Attorney
- Review whether family trusts or testamentary trusts are appropriate
- Identify tax-effective ways to pass assets to your loved ones
- Review life insurance and superannuation beneficiary nominations
- Plan charitable gifting
- Structure the succession of a family business
- Consider implications of capital gains, capital losses, and family debts
- Advise on strategies related to superannuation contributions
*We provide advice and guidance on estate planning, working with your legal and accounting professionals. We do not provide legal services directly.
Professional Money Management can help you make the right decisions about your finances. Call us today on (03) 51 433 450.