Estate planning is the process of preparing your Will and appointing an executor of the Will and or Power of Attorney. It involves the consideration and assignment of nominated beneficiaries, the consideration of all your assets, investments, superannuation, liabilities, business interests and insurance policies.
Having an up to date and well prepared Will can help ensure your assets are distributed in the way you want. The absence of a Will can result in your assets being distributed according to State based legislation.
The complexity of your Will is dependent on your circumstances. In some cases, Estate Planning involves strategies to minimise tax liabilities for beneficiaries and the establishment of Trusts.
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Court Financial Services FSCG.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Court Financial Service Pty Ltd (ABN 98 102 474957 ), is an authorised representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.