Estate planning

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Estate Planning is a specialised area that can involve many financial complexities. While no one intentionally leaves behind complications for their loved ones, countless families are confronted with an out-of-date will, while dealing with the loss of someone dear to them.

If managed properly, careful estate planning can streamline the distribution of your legacy and protect your assets into the future.

Important Things to Consider

Planning your estate may encompass the following considerations:

  • Drafting a will that works
  • Deciding the responsibilities of your executor
  • Choosing your Power of Attorney
  • Planning your successors
  • Deciding on an appropriate trust
  • Reducing tax liabilities

It’s estimated that nearly half of all Australian’s die without a will or appropriate Estate Plan, ensure this will not happen to you by contacting Wayne Cadman & Associates.

Whilst Wayne Cadman & Associates cant provide specific legal advice, we can work with you and your solicitor to ensure your assets will pass smoothly and tax-effectively to your loved ones.

Contact us  today to make an appointment with an Adviser to discuss your Estate Planning.