We spend a lot of time in our lives working to accumulate assets. We may even be fortunate enough to inherit wealth at some point. So, if illness, injury or death should unexpectedly strike, it's important to have an estate plan in place to ensure your assets go to your loved ones.
Estate planning can be an extremely sensitive issue within many Australian families. After all, love and money aren't two words that generally go together. However, it should be an important part of any financial plan. This is because it protects you and your family in the event of illness, injury or death. It includes your will, Powers of Attorney and guardianship considerations.
A Financial Services Partners Adviser can work with you through a checklist of things you should consider when getting your estate planning affairs organised with your solicitor. These things will be factored into your financial plan. It will also be used by your Executor and/or your Power of Attorney.
A Financial Services Partners Adviser can help you by:
- considering your options to protect your assets
- reviewing your situation and recommending an asset ownership structure that's suitable to you and your family's circumstances
- assisting you in putting the appropriate ownership structures in place
- helping you understand the options available to you, to handle your superannuation payout.
Your Financial Services Partners Adviser will work with you to develop a financial plan that's specifically tailored towards reaching your goals.
If you're ready to start protecting what's important, we can match you with a suitable Financial Services
Partners Adviser who will be happy to begin working with you to create a financial plan that's right for you.
To get started, please use our adviser matching service.